James Xerxes Phillips
Investment adviser representative at Oxenfree Financial
13 yearsExperience
2 statesRegistered in
$249.8MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Oxenfree Tax LLCJan 2026 to now
- Oxenfree Technology LLCApr 2024 to now
- Oxenfree FinancialApr 2023 to now
- Cetera Investment Advisers LLCMar 2023 to Jul 2023
- Affinity Financial AdvisorsApr 2021 to Oct 2023
- Mcdaniel Knutson Financial PartnersMay 2020 to Apr 2021
- Financial ChampsMar 2017 to Oct 2023
- James Phillips P.A. dba Phillips Financial AdvisorsAug 2014 to Oct 2023
- Cetera Advisor Networks LLCJan 2013 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Oxenfree Financial
Legal name: Oxenfree Capital LLC
$249.8MAssets managed
950Clients
8Advisers
3 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
- 5024716
- Firm CRD
- 327105