Janell Phillips, financial advisor Ipswich MA

Janell Phillips

CRD Number: 2378496
Current Firm: Ipswich Investment Management Company, Inc.

Janell Phillips (CRD# 2378496) is an Investment Advisor Representative working at Ipswich Investment Management Company, Inc. in Ipswich, MA and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ipswich Investment Mgmt Ipswich, MA Jun 2017 - Current 6
Boston Financial Management Inc. Boston, MA Jul 2006 - May 2017 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 1993
S66 NASAA Uniform Combined State Law Examination Mar 2002
Contact Info for Janell Phillips
Phone Number: 978-356-6333
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    570
    MILLIONS
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $1,094,022
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, GA, MA, ME, NH, NY, TX, VA, VT

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