Jeffrey Michael Conn

Current Employers

Phil Advisors Llc

San Francisco, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-02-04

CA RA
APPROVED

Since 2026-02-04

Branch Locations

San Francisco, CA • 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

Organization	City	State	From	To
Daqri Llc	Los Angeles	CA	05/2016	02/2017
Stanford University Graduate School Of Business	Stanford	CA	02/2017	06/2018
Stanford University Graduate School Of Business	Stanford	CA	07/2018	10/2019
Broadwest Partners	Menlo Park	CA	10/2019	12/2020
Fusion Laboratories Llc D.b.a. Npact	San Francisco	CA	12/2020	02/2025
Phil Administration Inc.	San Francisco	CA	02/2025	Present
Phil Advisors Llc	San Francisco	CA	10/2025	Present

05/2016 → 02/2017

Daqri Llc

Los Angeles, CA
02/2017 → 06/2018

Stanford University Graduate School Of Business

Stanford, CA
07/2018 → 10/2019

Stanford University Graduate School Of Business

Stanford, CA
10/2019 → 12/2020

Broadwest Partners

Menlo Park, CA
12/2020 → 02/2025

Fusion Laboratories Llc D.b.a. Npact

San Francisco, CA
02/2025 → Present

Phil Administration Inc.

San Francisco, CA
10/2025 → Present

Phil Advisors Llc

San Francisco, CA

Other Businesses

Stanford University Graduate School of Business; 655 Knight Way, Stanford, CA 94305; Higher Education; Not Investment-Related; Case Writer; Writing business school case studies; Start Date: 01/01/2020; 15 hours per month; 0 hours during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-25
S63	Uniform Securities Agent State Law Examination	2008-08-16

S65 Uniform Investment Adviser Law Examination

2025-11-25
S63 Uniform Securities Agent State Law Examination

2008-08-16

Other Names

Jeffrey Michael Conn
Jeffrey Conn
Jeff Conn

View on SEC IAPD