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Philip Jason Buffery

Edward Jones

Lutz, FL

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

17856 Hunting Bow Circle Suite 102, Lutz, FL 33558 • 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
Fsc Securities Corporation Atlanta GA 06/2016 08/2019
Cetera Advisor Networks El Segundo CA 11/2019 05/2022
First Allied Securities, Inc. San Diego CA 11/2019 05/2022
Potomac Fund Management Lutz FL 05/2023 03/2024
Pjb Consulting Lutz FL 06/2022 04/2024
Advisor Ai Partners Lutz FL 04/2024 12/2024
Alpha Vee Advisors Llc Lutz FL 09/2024 12/2024
Edward Jones St. Louis MO 12/2024 Present
  • 06/2016 → 08/2019
    Fsc Securities Corporation
    Atlanta, GA
  • 11/2019 → 05/2022
    Cetera Advisor Networks
    El Segundo, CA
  • 11/2019 → 05/2022
    First Allied Securities, Inc.
    San Diego, CA
  • 05/2023 → 03/2024
    Potomac Fund Management
    Lutz, FL
  • 06/2022 → 04/2024
    Pjb Consulting
    Lutz, FL
  • 04/2024 → 12/2024
    Advisor Ai Partners
    Lutz, FL
  • 09/2024 → 12/2024
    Alpha Vee Advisors Llc
    Lutz, FL
  • 12/2024 → Present
    Edward Jones
    St. Louis, MO
Previous Registrations
  • 2024-10-10 → 2025-01-17
    Alpha Vee Advisors
    Pittsburg, NH
    Lutz, FL
  • 2023-06-06 → 2024-03-06
    Potomac
    Lutz, FL
    Bethesda, MD
  • 2020-04-14 → 2022-05-20
    Cetera Wealth Services, Llc
    El Segundo, CA
    Lutz, FL
  • 2016-07-29 → 2019-09-06
    Fsc Securities Corporation
    Atlanta, GA
  • 2006-10-06 → 2015-09-09
    Amundi Pioneer Institutional Asset Management, Inc.
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-01-03
S66 Uniform Combined State Law Examination 2006-09-30
S65 Uniform Investment Adviser Law Examination 1998-10-23
  • S63 Uniform Securities Agent State Law Examination
    2025-01-03
  • S66 Uniform Combined State Law Examination
    2006-09-30
  • S65 Uniform Investment Adviser Law Examination
    1998-10-23
Other Names
  • Philip Jason Buffery
  • Philip J Buffery

View on SEC IAPD

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Other Offices

PFG PRIVATE WEALTH MANAGEMENT, LLC · LUTZ, FL
J.P. MORGAN SECURITIES LLC · LUTZ, FL
DIPAOLO FINANCIAL GROUP, INC. · LUTZ, FL
CPR INVESTMENTS INC · Lutz, FL
TAYLOR & WILLIAMS, INC. · LUTZ, FL
RWC FOR LIFE · LUTZ, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LUTZ, FL
CETERA INVESTMENT ADVISERS LLC · LUTZ, FL

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