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Angela Phelan

J.v.b. Financial Group, LLC

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About Angela Phelan

Angela Phelan is a financial professional with over 5 years of experience in the industry. Angela is a Registered Principal and has passed the Series 27, Series 99 and the SIE exams. Angela is currently registered with J.v.b. Financial Group, LLC and has been with the firm since 2017. Angela is located in Philadelphia, Pennsylvania and is actively working in the financial industry.

Firm Information

Angela Phelan is currently registered with J.v.b. Financial Group, LLC. J.v.b. Financial Group, LLC is a Limited Liability Company that was formed on December 5, 2008. The firm is registered in 53 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Angela Phelan’s Registration & Firm History

PA

06/27/2023 - Present

J.v.b. Financial Group, LLC (PHILADELPHIA PA)

PA

11/29/2017 - 12/19/2022

J.V.B. FINANCIAL GROUP, LLC (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 11/17/2023

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2017

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Angela Phelan.
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