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Janell Phillips

Ipswich Investment Management Company, Inc

Beverly, MA

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Current Employers
Ipswich Investment Management Company, Inc

138 Conant Street, Suite 201, Beverly, MA 01915 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-06-01
  • MA RA
    APPROVED
    Since 2017-06-01

Branch Locations

138 Conant Street, Suite 201, Beverly, MA 01915 • 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
Boston Financial Management Inc Boston MA 07/2006 05/2017
Ipswich Investment Mgmt Ipswich MA 06/2017 Present
  • 07/2006 → 05/2017
    Boston Financial Management Inc
    Boston, MA
  • 06/2017 → Present
    Ipswich Investment Mgmt
    Ipswich, MA
Previous Registrations
  • 2015-11-09 → 2017-05-31
    Boston Financial Management Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-28
S65 Uniform Investment Adviser Law Examination 1993-07-12
  • S66 Uniform Combined State Law Examination
    2002-03-28
  • S65 Uniform Investment Adviser Law Examination
    1993-07-12
Designations

View on SEC IAPD

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Other Offices

EASTERLY INVESTMENT PARTNERS LLC · BEVERLY, MA
BROOKWOOD ADVISORS, LLC · BEVERLY, MA
WELLS FARGO CLEARING SERVICES, LLC · BEVERLY, MA
US ADVISORY GROUP · BEVERLY, MA
MARIPAU WEALTH MANAGEMENT LLC · Danvers, MA
COMMONWEALTH FINANCIAL NETWORK · Danvers, MA
MARIPAU WEALTH MANAGEMENT LLC · Danvers, MA
TD PRIVATE CLIENT WEALTH LLC · Beverly, MA

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