Janell Phillips
Investment adviser representative at Ipswich Investment Management Company, Inc
20 yearsExperience
1 stateRegistered in
CFADesignation
$730.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Ipswich Investment Management Company, IncJun 2017 to now
- Ipswich Investment MgmtJun 2017 to now
- Boston Financial Management IncJul 2006 to May 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MA).
Ipswich Investment Management Company, Inc
Legal name: Ipswich Investment Management Company, Inc.
$730.2MAssets managed
268Clients
6Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2378496
- Firm CRD
- 106625