Jeffrey Phillips

Current Employers

Employment History

• 01/2005 → Present
  Rehmann Financial
  Lansing, MI
• 02/2015 → 12/2017
  Royal Alliance
  Vero Beach, FL
• 01/2017 → Present
  Rehmann Financial Network, Llc
  Lansing, MI

Other Businesses

1. PARTNER IN REHMANN POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/30/2015 ADDRESS: 5800 Gratiot, Suite 201, Saginaw MI 48638, United States; DESCRIPTION: Partner in Rehmann - a CPA, Consulting and Financial Advisor firm. Ownership in the firm also provides opportunities for real estate investments. 2. REHMANN INSURANCE GROUP, LLC - RIG POSITION: RESIDENT PRODUCER; NATURE: LIMITED LIABILITY COMPANY; INVESTMENT RELATED: YES; NUMBER OF HOURS: 20; SECURITIES TRADING HOURS: 20; START DATE: 01/31/2005; ADDRESS: 5070 NORTH HIGHWAY A1A, SUITE 250, VERO BEACH FL 32963; DESCRIPTION: ABILITY TO SELL INSURANCE. ABLE TO PROVIDE INSURANCE COVERAGE ANALYSIS. 3. REHMANN CAPITAL ADVISORY GROUP POSITION: FINANCIAL ADVISOR; NATURE: RIA; INVESTMENT RELATED: YES; NUMBER OF HOURS: 150; SECURITIES TRADING HOURS: 150; START DATE: 01/31/2005; ADDRESS: 5070 NORTH HIGHWAY A1A, SUITE 250, VERO BEACH FL 32963; DESCRIPTION: FINANCIAL ADVISING. 4. REHMANN FINANCIAL NETWORK, LLC POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 4086 Legacy Parkway, Lansing MI 48911 DESCRIPTION: registered rep 5. FIRST CHURCH OF GOD DVA PATHWAY CHURCH POSITION: TREASURER: INVESTMENT RELATED: NO; NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2025 ADDRESS: 1105 58TH AVE., VERO BEACH, FL 32966 DESCRIPTION: Member of the Board of Directors for our church. Will be involved in financial discussions but will have no check writing or access to funds. 6. FLORIDA VENTURE CAPITAL FORUM POSITION: TREASURER: INVESTMENT RELATED: NO; NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 09/12/2024 ADDRESS: 707 W AZEELE ST., TAMPA, FL 33606 DESCRIPTION: Organization promotes and educates venture capital investing and business growth across Florida. Treasurer works with Executive Committee and CEO of group. An external bookkeeper does the accounting and the financial statements are independently audited. Treasurer does not sign checks but does sign-off on the audit. Role requires less than 5 hours per month of work. Treasurer receives no compensation.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-07-09

Designations

Other Names

• Jeffrey James Phillips