Phillip Ferguson Saunders
Investment adviser representative at Joss Brown Wealth Advisors
16 yearsExperience
1 stateRegistered in
$162.4MFirm 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
16 years in the industry.
- Joss Brown Wealth Advisors Group LLCFeb 2023 to now
- Joss Brown Wealth AdvisorsJun 2021 to now
- Virginia TechAug 2020 to Jun 2021
- Partners In Financial PlanningJun 2020 to Aug 2020
- Virginia Future Farmers of America AssociationJul 2017 to Aug 2018
- Crossroads CampJun 2014 to Aug 2018
- Saunders Brothers IncJan 2010 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
Joss Brown Wealth Advisors
Legal name: Joss Brown Wealth Advisors Group LLC
$162.4MAssets managed
129Clients
5Advisers
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
- 7426564
- Firm CRD
- 324719