Jeffrey Phillips has been Chief Investment Officer of Rehmann Capital Advisory Group since January 2009, is a control person of the firm and directly owns under 5% of it. Jeffrey Phillips holds a BS in accounting from Oakland University and an MS in finance from Walsh College.
Rehmann Capital Advisory Group, LLC is a Lansing, MI firm with $5.27B under management, 2,549 clients and 39 advisers across 14 offices, as of its September 2026 filing.
Jeffrey J. Phillips is Chief Investment Officer of Rehmann's wealth management division. As chief investment officer, Phillips provides direction to the firm's financial service divisions, manages firm-wide investment research efforts and assists advisors and clients with portfolio construction and management. Phillips also serves as Rehmann's Florida regional managing principal and joined Rehmann in 2005.
Professional designations
Listed by Rehmann Capital Advisory Group
- CFA
- CPA
- CAIA
Investment adviser representative registrations
Jeffrey Phillips is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from July 2007; the most recent is Florida, in April 2013.
- FloridaSince 11 April 2013
- MichiganSince 5 March 2010
- New HampshireSince 11 September 2012
- TexasResidentSince 2 July 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 9 July 2015 |
| Series 7 | General Securities Representative Examination | 7 May 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4319983
- Firm
- Rehmann Capital Advisory Group · CRD 123047
- Role
- Chief Investment Officer
- Office
- 5070 Hwy A1A, Suite 250, Vero Beach, FL 32963
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- rehmann.com
Where does Jeffrey Phillips work?
Jeffrey Phillips has been Chief Investment Officer of Rehmann Capital Advisory Group, LLC since January 2009, and is a control person of the firm.
Is Jeffrey Phillips a financial advisor?
Yes. Jeffrey Phillips has a current investment-adviser registration in Florida, Michigan, New Hampshire and Texas, through Rehmann Capital Advisory Group since July 2007.
How many years of experience does Jeffrey Phillips have?
Jeffrey Phillips has 24 years in the financial industry, since September 2002, across 1 adviser firm.
What exams has Jeffrey Phillips passed?
Jeffrey Phillips has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in May 2015. FINRA credited Jeffrey Phillips with the SIE, which began in October 2018.
Where is Jeffrey Phillips based?
Jeffrey Phillips’ registered office is in Vero Beach, FL.
Is Jeffrey Phillips registered with FINRA?
Yes. Jeffrey Phillips has a current broker registration, under CRD 4319983.
Source: FINRA BrokerCheck
Is Jeffrey Phillips a CFA charterholder?
Rehmann Capital Advisory Group lists Jeffrey Phillips with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Jeffrey J. Phillips, CFA, CPA, CAIA biography, rehmann.com
How can I verify Jeffrey Phillips’ record?
Search CRD 4319983 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Phillips’ full registration record.
