Philip Jason Buffery
Investment adviser representative at Edward Jones
8 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Philip Jason Buffery? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Edward JonesDec 2024 to now
- Alpha Vee Advisors LLCSep 2024 to Dec 2024
- Advisor Ai PartnersApr 2024 to Dec 2024
- Potomac Fund ManagementMay 2023 to Mar 2024
- Pjb ConsultingJun 2022 to Apr 2024
- Cetera Advisor NetworksNov 2019 to May 2022
- First Allied Securities, Inc.Nov 2019 to May 2022
- Fsc Securities CorporationJun 2016 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2006
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 3091232
- Firm CRD
- 250