Joel Daniel Phillips

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → 03/2025
  Sanctuary Wealth Management
  Pocatello, ID
• 10/2015 → 10/2019
  Kalos Capital
  Alpharetta, GA
• 12/2021 → Present
  Fiduciary Services Llc
  Pocatello, ID
• 03/2005 → Present
  Merit Financial Advisors
  Alpharetta, GA

Previous Registrations

• 2022-01-10 → 2025-08-12
  Fiduciary Services Llc
  Pocatello, ID
• 2013-05-08 → 2025-03-14
  Sanctuary Wealth Management, Llc
  Pocatello, ID

Other Businesses

Sterling & Co. LLC; Not Investment Related; PO Box 2986, Pocatello, ID 83206; Small Business Consulting; LLC Member; Mar 14 2025; 10 hours monthly; 0 hours during trading hours; This is a small business my wife owns/operates (I co-own and help on special projects). It provides bookkeeping/payroll/tax services to a few local small businesses, all family and friends. She does most of the day-to-day operations; I help with complex matters and tax returns. JJBC LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding Company; LLC Member; Mar 14 2025; 2 hours monthly; 0 hours during trading hours; LLC Member - oversee real estate holdings 5 Peaks LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding Company; LLC Member; Mar 14 2025; 2 hours monthly; 0 hours during trading hours; LLC Member - - oversee holding company investments Centerpoint Capital Advisors LLC; Investment Related; PO Box 2986 Pocatello ID 83206; Personal/Family Holding Company; LLC Member; Mar 14 2025; 10 hours monthly; 0 hours during trading hours; LLC Member - oversee all personal holdings Fiduciary Services LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Registered Investment Advisor; LLC Member; Mar 14 2025; 2 hours monthly; 0 hours during trading hours; LLC Member - oversee our investment in Merit equity Community Capital Fund LLC III; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding Company; LLC Member; Mar 14 2025; 2 hour monthly; 0 hours during trading hours; LLC Member - oversee real estate holdings Community Capital LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Holding/Management Company; LLC Member; Mar 14 2025; 2 hours monthly; 0 hours during trading hours; LLC Member - oversee investments in this entity Community Capital Fund I LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding Company; LLC Member; Mar 14 2025; 2 hours monthly; 0 hours during trading hours; LLC Member - oversee investment holdings Backyard Properties LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Real Estate Holding Company; LLC Member; Mar 14 2025; 2 hours monthly; 0 hours during trading hours; LLC Member - oversee real estate holdings Sanctuary Wealth Management LLC; Investment Related; 275 S 5th Ave., Ste. 151 Pocatello, ID 83201; Registered Investment Advisor; LLC Member; Mar 14 2025; 2 hours monthly; 0 hours during trading hours; LLC Member - oversee our investment in Merit equity Hartwell Corporation; Not investment-related; 1084 N Skyline Dr, Idaho Falls, ID 83402; Independent Director for a private insurance agency; Independent Director; 2026-07-22; 2 hours monthly; 1 hour during securities trading hours; Have been asked to serve as an independent director for an Idaho insurance agency. Expected to be a 12-month term. Will not be involved in selling insurance of any kind. Will not be involved in day-to-day operations. Four board meetings per year.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-30