Jason Daniel Phillips

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-01-12
CT	RA	APPROVED	2019-06-19

Branch Locations

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

Organization	City	State	From	To
Foresters Financial	North Haven	CT	03/2001	Present
Foresters Advisory Services, Llc	North Haven	CT	08/2012	Present
Ct Jr Vba	Woodbridge	CT	12/2012	11/2017
Cceia	Cheshire	CT	09/2017	05/2019
Greater New Haven Warriors Youth Hockey League	Northford	CT	12/2018	04/2019
Cetera Investment Services Llc	North Haven	CT	06/2019	Present
Cetera Investment Advisers Llc	North Haven	CT	06/2019	Present

03/2001 → Present

Foresters Financial

North Haven, CT
08/2012 → Present

Foresters Advisory Services, Llc

North Haven, CT
12/2012 → 11/2017

Ct Jr Vba

Woodbridge, CT
09/2017 → 05/2019

Cceia

Cheshire, CT
12/2018 → 04/2019

Greater New Haven Warriors Youth Hockey League

Northford, CT
06/2019 → Present

Cetera Investment Services Llc

North Haven, CT
06/2019 → Present

Cetera Investment Advisers Llc

North Haven, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-09-22
S63	Uniform Securities Agent State Law Examination	1999-09-30

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