Jeffrey Marlin Phillips
Investment Adviser Representative at Blueprint Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Marlin Phillips is an investment adviser representative with Blueprint Financial Advisors in Greensboro, NC, where they have been registered since 2025. They have worked in the securities industry since 1986 and have been registered with 6 firms, including Osaic Wealth, Inc. and Securities America Advisors, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
10 states and territories
Indiana, Kentucky, Maryland, Minnesota, Missouri, North Carolina, Pennsylvania, South Carolina, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Secruties America IncJun 2015 – Jun 2024Greensboro, NC
- Securities America AdvisorsJun 2015 – Jun 2024Greensboro, NC
- Osaic Wealth, Inc.Jun 2024 – Aug 2025Mount Airy, NC
- Blueprint Financial Advisors LLCAug 2025 – no end date reportedGreensboro, NC
- Maplewood Investments IncAug 2025 – no end date reportedGreensboro, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Blueprint Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Practice management, technology, in-house back-office capabilities, and customized asset management
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 36
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Charlotte, NC
- SEC file number:
- 801-121848
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 24, 2026
View full firm profileOther advisors at Blueprint Financial Advisors
Showing 12 of 36 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Marlin Phillips has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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