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Jennifer Renee Phillips

Momentum Independent Network Inc.

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About Jennifer Renee Phillips

Jennifer Phillips is a financial professional with over 10 years of experience in the industry. Jennifer is currently registered with Momentum Independent Network Inc. and Hilltop Securities Inc., both based in Dallas, Texas. Jennifer provides a range of financial services, including financial planning, portfolio management, and educational seminars, to both individuals and businesses. Jennifer has a Series 27, Series 99TO, and SIE license.

Firm Information

Jennifer Phillips is currently registered with Momentum Independent Network Inc.. Momentum Independent Network Inc. is a Corporation registered with the SEC and in 52 states. Founded in 1983, the firm provides financial planning, educational seminars, and publication of periodicals in addition to portfolio management for individuals. Momentum Independent Network Inc. has 139 investment adviser representatives and 76 licensed agents, and manages approximately $1,117,141,327 in assets. The firm participates in wrap fee programs and has disclosed 10 regulatory events and 3 arbitration actions.
Momentum Independent Network Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.12B

Assets Under Management

10

Total Clients

149

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees

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Jennifer Phillips’s Registration & Firm History

TX

03/26/2019 - Present

Momentum Independent Network Inc. (DALLAS TX)

TX

04/02/2012 - 02/08/2016

HILLTOP SECURITIES INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 03/30/2012

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jennifer Renee Phillips.
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