John B Phillips

Current Employers

Employment History

• 02/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Previous Registrations

• 2011-05-09 → 2015-02-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
• 2010-10-15 → 2011-04-01
  Valic Financial Advisors, Inc.
  Gainesville, FL

Other Businesses

I*2605314, Entity Type: Entity For Profit, Name of OBA: TBD - proposed rental property, Address: Jacksonville, Florida, 32217, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 07/01/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: Spouse will mainly cover responsibilities coordinating management of property with various parties. I will be mainly managing finances of the property. Possible purchase of rental property in next 24 months. Would like to have prior approval. I*2605322, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: Uber, Address: Jacksonville, Florida, 32217, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee State Date: 07/14/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Freelance work / driving. Miscellaneous freelance work on nights/weekends I*2606317, Entity Type: Entity For Profit, Name of OBA: Turo, Address: Jacksonville, Florida, 32217, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee State Date: 09/01/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: Passive income only. Turo allows you to rent out your car to earn passive income. I*5547293, Entity Type: Entity For Profit, Name of OBA: Arbolus, Address: New York, New York, 10016, Investment Related: N, Position, Title, Association: ["Consultant/Independent Contractor"], Employee Start Date: 08/26/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: One hour phone consult on broad industry trends in wealth management. No MNPI or proprietary information to be discussed. Information shared with market research firms. Paid Industry Consulting - Arbolus is an expert network that connects industry experts with market research firms for broad industry analysis. They pay hourly for phone consultations with industry experts in wealth management. They do not seek any confidential or proprietary information and do not share participant or organizational names with their market research clients such as G, N research.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-10

Other Names

• John B Phillips
• John Brickert Phillips