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Inactive

Jennie Fravel

Phillips Wealth Management LLC

Pickerington, OH

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Current Employers
Phillips Wealth Management Llc

12927 Stonecreek Dr., Suite D, Pickerington, OH 43147 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-12-14
  • OH RA
    APPROVED
    Since 2022-12-14

Branch Locations

12927 Stonecreek Dr., Suite D, Pickerington, OH 43147 • 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
Phillips Wealth Management Llc Pickerington OH 12/2022 Present
Phillips Wealth Management Llc Pickerington OH 06/2021 Present
Prolink Staffing Dublin OH 07/2020 05/2021
Covid 19 Furlough/Unemployed Columbus OH 05/2020 06/2020
Tailored Management Columbus OH 06/2019 05/2020
Abercrombie & Fitch New Albany OH 03/2018 05/2019
Altard State Columbus OH 08/2017 03/2018
Justice Columbus OH 01/2015 08/2017
  • 12/2022 → Present
    Phillips Wealth Management Llc
    Pickerington, OH
  • 06/2021 → Present
    Phillips Wealth Management Llc
    Pickerington, OH
  • 07/2020 → 05/2021
    Prolink Staffing
    Dublin, OH
  • 05/2020 → 06/2020
    Covid 19 Furlough/Unemployed
    Columbus, OH
  • 06/2019 → 05/2020
    Tailored Management
    Columbus, OH
  • 03/2018 → 05/2019
    Abercrombie & Fitch
    New Albany, OH
  • 08/2017 → 03/2018
    Altard State
    Columbus, OH
  • 01/2015 → 08/2017
    Justice
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-09
  • S65 Uniform Investment Adviser Law Examination
    2022-11-09

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
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Other Investors

Laura Arlene Wall
Jacob Thomas Hrusovsky
DAVID JAY STONE
RONALD ALLEN GILLILAND
LORI LYNN EISEL
Shannon M Young-Frey
Randy Allen Holloway
JAMES JOSEPH POWERS

Other Offices

PERSONAL FINANCIAL ADVISORS, INC. · PICKERINGTON, OH
ALLSTATE FINANCIAL ADVISORS, LLC · Pickerington, OH
ARCADIA FINANCIAL PARTNERS, LLC · PICKERINGTON, OH
EDWARD JONES · PICKERINGTON, OH
FIFTH THIRD SECURITIES, INC. · PICKERINGTON, OH
EDWARD JONES · PICKERINGTON, OH
OPPENHEIMER & CO. INC. · PICKERINGTON, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Pickerington, OH

More in Pickerington, OH

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