Philip Detlefs

Current Employers

Employment History

• 10/2013 → 09/2017
  Planmember Securities Corporation
  Carpinteria, CA
• 04/2013 → 09/2017
  Advisors Excel
  Topeka, KS
• 12/2002 → Present
  Detlefs And Associates, Inc
  Jacksonville,, FL
• 09/2017 → Present
  Madison Avenue Securities, Llc
  San Diego, CA
• 10/2001 → Present
  Detlefs And Associates, Inc.
  Jacksonville, FL
• 09/2017 → Present
  Img Wealth Management, Inc.
  Jacksonville, FL
• 01/2005 → Present
  Investment Management Group, Llc
  Jacksonville, FL
• 10/2018 → Present
  Investment Management Group, Llc
  Jacksonville, FL

Previous Registrations

• 2013-10-07 → 2017-09-27
  Planmember Securities Corporation
  Jacksonville, FL
  Oviedo, FL
• 2007-06-07 → 2013-10-07
  Veritrust Financial, Llc
  Austin, TX
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

(1) NAME:DETLEFS AND ASSOCIATES, INC.; INV RELATED:YES; ADDRESS:8771 PERIMETER PARK COURT, SUITE 103 JACKSONVILLE, FL 32216; NATURE:INSURANCE/INSURANCE AGENCY; POSITION:AGENT; START DATE:10/2001; HOURS/MONTH:40; TRADING HOURS/MONTH:30; DUTIES:INSURANCE SALES AND SERVICE (2) NAME: MADISON AVENUE SECURITIES, LLC; INV RELATED:YES; ADDRESS:8771 PERIMETER PARK COURT, SUITE 103 JACKSONVILLE, FL 32216; NATURE:FINANCIAL SERVICES RELATING TO MUTUAL FUNDS AND VARIABLE ANNUITY; BUSINESS; POSITION: REGISTERED REP; START DATE:09/2017; HOURS/MONTH:40; TRADING HOURS/MONTH:30; DUTIES:FINANCIAL SERVICES (3) NAME:IMG WEALTH MANAGEMENT; INV RELATED:YES; ADDRESS:8771 PERIMETER PARK COURT, SUITE 103 JACKSONVILLE, FL 32216; NATURE:FINANCIAL PLANNING & PORTFOLIO MANAGEMENT; POSITION:FINANCIAL ADVISOR; START DATE:09/2017; HOURS/MONTH:40; TRADING HOURS/MONTH:30; DUTIES:INVESTMENT ADVISE & PORTFOLIO MANAGEMENT (4) NAME:10-10-80 INC. INV RELATED:NO; ADDRESS:8771 PERIMETER PARK COURT, SUITE 103 JACKSONVILLE, FL 32216; NATURE:PRIVATE FOUNDATION SETUP FOR THE PURPOSE OF REACHING PEOPLE FOR CHRIST; POSITION:TRUSTEE; START DATE:01/2022; HOURS/MONTH:<1; TRADING HOURS/MONTH:0; DUTIES:TRUSTEE. (5) NAME: FELLOWSHIP OF CHRISTIAN ATHLETES; INV RELATED:NO; ADDRESS:8701 LEEDS RD, KANSAS CITY, MO 64129; NATURE: NON-PROFIT GROWING AND DEVELOPING MIDDLE SCHOOL AND HIGH SCHOOL ATHLETES TOWARDS A RELATIONSHIP WITH JESUS; POSITION:BOARD MEMBER FOR ST. JOHNS COUNTY; START DATE:8/2022; HOURS/MONTH:1; DUTIES: ATTEND BOARD MEMBER MEETINGS. (6) NAME: AE MEDICARE PARTNER PROGRAM; INVESTMENT RELATED: YES; ADDRESS: 2950 SW MCCLURE RD, TOPEKA, KS 66614; POSITION: AGENT / SOLICITOR; DUTIES: REFER CLIENTS TO THEM FOR MEDICARE SUPPLEMENT PLANS; HOURS PER WEEK: 2 HOURS PER WEEK; START DATE: 10/9/2023 (7) NAME: INVESTMENT MANAGEMENT GROUP, LLC; ADDRESS: 8771 PERIMETER PARK COURT, SUITE 103 JACKSONVILLE, FL 32216; INVESTMENT RELATED: YES; POSITION: CO-OWNER AND ADVISOR DUTIES: INVESTMENT ADVICE; HOURS PER WEEK: 30 HOURS; START DATE: 01/2005

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-05
• S66 Uniform Combined State Law Examination
  2004-07-22

Other Names

• Philip Jay Detlefs