Phillip Saunders has been an investment adviser representative at Joss Brown Wealth Advisors Group since March 2023, and is not listed among the firm’s executive officers or direct owners. Phillip Saunders holds a Virginia Tech.
Joss Brown Wealth Advisors Group LLC is a Williamsburg, VA firm with $162M under management, 129 clients and 5 advisers across 3 offices, as of its February 2026 filing.
Phillip F. Saunders is a Wealth Advisor at Joss Brown Wealth Advisors. He joined the Joss Brown team in June of 2021.
Phillip Saunders’ longest registration is the current one, 3 years at Joss Brown Wealth Advisors Group since 2023. Before joining Joss Brown Wealth Advisors Group in 2023, Phillip Saunders was registered through Joss Brown Wealth Advisors, LLC.
- Joss Brown Wealth AdvisorsCurrent– present · 3 yearsNewport News, VA · Adviser representative · Firm CRD 324719
- Joss Brown Wealth Advisors, LLC– · 1 yearNewport News, VA · Adviser representative · Firm CRD 175481
Professional designations
Listed by Joss Brown Wealth Advisors Group
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Phillip Saunders is registered as an investment adviser representative in Virginia, since March 2023.
- VirginiaSince 19 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 August 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Phillip Ferguson Saunders
- CRD
- 7426564
- Firm
- Joss Brown Wealth Advisors Group · CRD 324719
- Office
- 751 Thimble Shoals Blvd, Suite C, Newport News, VA 23606
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jossbrown.com
Where does Phillip Saunders work?
Phillip Saunders is an investment adviser representative registered through Joss Brown Wealth Advisors Group LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Phillip Saunders a financial advisor?
Yes. Phillip Saunders has a current investment-adviser registration in Virginia, through Joss Brown Wealth Advisors Group since March 2023.
How many years of experience does Phillip Saunders have?
Phillip Saunders has 5 years in the financial industry, since August 2021, across 2 adviser firms.
What exams has Phillip Saunders passed?
Phillip Saunders passed the Series 65 in August 2021.
Where is Phillip Saunders based?
Phillip Saunders’ registered office is in Newport News, VA.
Is Phillip Saunders registered with FINRA?
No. Phillip Saunders has no current broker registration.
Is Phillip Saunders a CFP?
Joss Brown Wealth Advisors Group lists Phillip Saunders with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Phillip Saunders’ record?
Search CRD 7426564 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Phillip Saunders’ full registration record.
