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John Michael Phelps

Savant Wealth Management

Wellesley, MA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-07-26
  • MA RA
    APPROVED
    Since 2023-07-26

Branch Locations

80 William Street Suite 260, Wellesley, MA 02481 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Relaxing Retirement Coach, Inc. Wellesley MA 12/2003 06/2023
Savant Wealth Management Rockford IL 07/2023 11/2024
Savant Wealth Management Rockford IL 11/2024 Present
Previous Registrations
  • 2005-04-26 → 2023-07-19
    The Relaxing Retirement Coach, Inc.
    Wellesley, MA
    Wellesley, MA
    Wellesley, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-04-24
S63 Uniform Securities Agent State Law Examination 1989-09-01
  • S65 Uniform Investment Adviser Law Examination
    1995-04-24
  • S63 Uniform Securities Agent State Law Examination
    1989-09-01
Other Names
  • Jack Phelps

View on SEC IAPD

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Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA

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