John Marc Phillips

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 02/2006 → Present
  Raymond James Financial Services
  Elizabethtown, PA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Elizabethtown, PA

Other Businesses

(1)Name of Business: A-Team Champs Address: 274 Silverwood Drive, Lititz, PA, 17543, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 02/05/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part owner (2)Name of Business: DDMP Investment Advisors Address: 95 Masonic Drive, Elizabethtown, PA, 17022, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 20% Equity Partner in Firm (3)Name of Business: DDMP Investment Advisors, LLC Address: 101 Masonic Drive, Elizabethtown, PA, 17022, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/22/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Recommending and Selling Product

Exams

• S66 Uniform Combined State Law Examination
  2006-03-16

Other Names

• John Phillips