Natalie Duckworth Phillips

Current Employers

Employment History

• 11/2005 → 02/2022
  Edward Jones
  St. Louis, MO
• 09/2024 → Present
  Kestra Investment Services, Llc
  Lagrange, GA
• 09/2024 → Present
  Kestra Private Wealth Services, Llc
  Lagrange, GA
• 02/2022 → 09/2024
  Homemaker
  Carrollton, GA

Previous Registrations

• 2008-01-08 → 2022-02-16
  Edward Jones
  Lagrange, GA
  St Louis, MO

Other Businesses

Business Name: JLCCJ PROPERTIES, LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/19/2020 ADDRESS: 654 Tyus Carrollton Rd, Carrollton GA 30117 DESCRIPTION: I collect rent for the commercial building owned by JLCCJ Properties located at 119 Poplar Circle, LaGrange, GA 30241. I also pay the mortgage, utilities, maintenance, taxes, insurance, and other expenses in relationship to the property. NCCJ WEALTH MANAGEMENT LLC POSITION: Owner NATURE: IWP LaGrange Business Income and Expenses INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2024 ADDRESS: 115 Broad St, Suite 203, LaGrange GA 30240, United States DESCRIPTION: IWP LaGrange Business Income and Expenses INSPIRED WEALTH PLANNING POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2024ADDRESS: 115 BROAD ST, SUITE 203, LaGrange GA 30240, United States DESCRIPTION: Providing investment selection and wealth planning for clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-10-25
• S65 Uniform Investment Adviser Law Examination
  2024-10-24
• S66 Uniform Combined State Law Examination
  2007-12-20

Designations

Other Names

• Natalie Elizabeth Duckworth
• Natalie Duckworth