Philip Telpner has been an investment adviser representative at Lifeworks Advisors since January 2023, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Philip Telpner’s longest registration is the current one, 3 years at Lifeworks Advisors since 2023. Before joining Lifeworks Advisors in 2023, Philip Telpner was registered through Breakout Private Wealth LLC and J.P. Morgan Securities LLC.
- Lifeworks Advisors, LLCCurrent– present · 3 yearsGlenview, IL · Adviser representative · Firm CRD 288255
- Breakout Private Wealth LLC– · 2 yearsGlenview, IL · Adviser representative · Firm CRD 307339
- J.P. Morgan Securities LLC– · 3 yearsNiles, IL · Adviser representative · Firm CRD 79
- Morgan Stanley– · 1 yearDeerfield, IL · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Philip Telpner is registered as an investment adviser representative in Illinois, since January 2023.
- IllinoisSince 9 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 22 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 September 2015 |
| Series 55 | Limited Representative-Equity Trader Exam | 12 February 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 July 2000 |
| Series 7 | General Securities Representative Examination | 17 July 2000 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4200379
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- 2700 Patriot, Suite 2700, Glenview, IL 60026
- Registration
- Investment adviser registration
- In the industry since
- March 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Philip Telpner work?
Philip Telpner is an investment adviser representative registered through Lifeworks Advisors, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Philip Telpner a financial advisor?
Yes. Philip Telpner has a current investment-adviser registration in Illinois, through Lifeworks Advisors since January 2023.
How many years of experience does Philip Telpner have?
Philip Telpner has 24 years in the financial industry, since March 2002, across 4 adviser firms.
What exams has Philip Telpner passed?
Philip Telpner has passed 5 licensing exams: the Series 7, Series 63, Series 55, Series 66 and Series 7TO. The earliest, the Series 7, was passed in July 2000. FINRA credited Philip Telpner with the SIE, which began in October 2018.
Where did Philip Telpner work before Lifeworks Advisors?
Before Lifeworks Advisors, Philip Telpner was registered through J.P. Morgan Securities LLC, July 2017 to July 2020; Morgan Stanley, September 2015 to June 2017.
Where is Philip Telpner based?
Philip Telpner’s registered office is in Glenview, IL.
Is Philip Telpner registered with FINRA?
No. Philip Telpner has no current broker registration.
How can I verify Philip Telpner’s record?
Search CRD 4200379 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Philip Telpner’s full registration record.
