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Conner James Phillips

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pepine Realty Gainesville FL 01/2015 08/2020
University Of Florida Athletic Association Gainesville FL 07/2016 01/2021
Keller Williams Atlantic Partners Jacksonville Beach FL 01/2021 06/2022
Fidelity Investments Jacksonville FL 06/2022 Present
University Of Florida Gainesville FL 08/2016 12/2020
Uf Health Shands Gainesville FL 03/2020 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 08/2020
    Pepine Realty
    Gainesville, FL
  • 07/2016 → 01/2021
    University Of Florida Athletic Association
    Gainesville, FL
  • 01/2021 → 06/2022
    Keller Williams Atlantic Partners
    Jacksonville Beach, FL
  • 06/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2016 → 12/2020
    University Of Florida
    Gainesville, FL
  • 03/2020 → 09/2020
    Uf Health Shands
    Gainesville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-128711|OrgNmn:Uber |Org Addr:Jacksonvil,Florida,US|OBA Nature:Uber Driver |Invst Rel:N|Title:Independent Contractor|Duties:Drive individuals where they need to go|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-16
S63 Uniform Securities Agent State Law Examination 2022-12-23
  • S66 Uniform Combined State Law Examination
    2024-02-16
  • S63 Uniform Securities Agent State Law Examination
    2022-12-23
Other Names
  • Conner James Phillips
  • Conner Phillips

View on SEC IAPD

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RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
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LPL FINANCIAL LLC · JACKSONVILLE, FL
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