Abhi Hemant Jinwala
Investment adviser representative at Phillips Financial
13 yearsExperience
1 stateRegistered in
$2.6BFirm assets
22 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Phillips FinancialDec 2024 to now
- Phillips Financial Management, LLCSep 2024 to now
- Cx Institutional, LLCJun 2022 to Sep 2024
- 3rivers FcuJan 2020 to Feb 2022
- Hobby LobbySep 2017 to Apr 2019
- Purdue Fort WayneAug 2017 to May 2022
- Gordon Food ServiceSep 2016 to Sep 2017
- Northrop High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IN).
Phillips Financial
Legal name: Phillips Financial Management, LLC
$2.6BAssets managed
991Clients
15Advisers
22 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
- 7580039
- Firm CRD
- 131344