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Kielle Brion Phillips

Axos Invest LLC

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About Kielle Brion Phillips

Kielle Brion Phillips is a registered representative with Axos Invest LLC. Kielle has been in the financial services industry since 2022. Kielle has passed the Series 63, Series 6TO, and SIE exams. Kielle is registered in Nevada and has been a registered representative for Axos Invest LLC since 2023. Kielle was previously employed by J.P. MORGAN SECURITIES LLC.

Firm Information

Kielle Phillips is currently registered with Axos Invest LLC. Axos Invest LLC is a Limited Liability Company formed in June 2014. The firm is registered in all 50 states and the District of Columbia, as well as Puerto Rico. They are also approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

7

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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Kielle Phillips’s Registration & Firm History

NV

08/09/2023 - Present

Axos Invest LLC (Las Vegas NV)

NV

05/24/2021 - 07/29/2022

J.P. MORGAN SECURITIES LLC (LAS VEGAS NV)

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Licenses & Designations

BC

Issued 05/03/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kielle Brion Phillips.
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