Jason D. Phillips

Branch Manager of the New Haven Office of Cetera Investors.

[Jason D. Phillips @jdpfic]

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC

[Jason D. Phillips @jdpfic]

We had a blast last month at Back9 Social in Wallingford playing Virtual Golf! Thanks to Brian Aucoin and our Partners at Symetra for a great afternoon!

[Jason D. Phillips @jdpfic]

Spent a few hours with the team at Symmetry in their Glastonbury, CT Offices. If you have a chance, attend one of their events. Great learning opportunities. I also met this handsome fella - "Scrappy" the Bull. Thanks, Gabe Hawthorne and Will Perham for the invite.

[Jason D. Phillips @jdpfic]

What a great couple of days last week. Cetera Investors Connect2Peers Conference in Clearwater Beach was excellent. Great camaraderie, outstanding learning via general sessions, and my favorite... peer-led panels. I was honored to moderate the panel on "OnBoarding".

[Jason D. Phillips @jdpfic]

In May our Teams and Families joined in to support the Angelman's Syndrom Foundation Walk at Cheshire Highschool is organized locally. This year's event raised over $17,000!

Learn more about Angelman's Syndrome and the Angelman's Syndrom Foundation here: www.ang

[Jason D. Phillips @jdpfic]

Our new annual tradition, Family Night at the Ball Park was a hit! We had another great night of Yard Goats Baseball at Dunkin Donuts Park! Thank you to our partner Mike Bourget from Athene for hosting with us.

#familyfirst #workhardplayhard #ceterainvestors #ceteranorthhaven

[Jason D. Phillips @jdpfic]

All of the work I do to support and grow my team wouldn't be possible if not for my partner in crime Nadine. Today we'll have been married 21yrs! From college sweethearts to growing families and businesses!

Happy Anniversary!

[Jason D. Phillips @jdpfic]

It's almost time for Savvy Social Security Planning! There's still time to register if you want to join us. https://t.co/aQnKltIo0W

[Jason D. Phillips @jdpfic]

Seats are running out. Will you be one of the lucky ones at Savvy Social Security Planning? We'd love to see you there! https://t.co/aQnKltIo0W

[Jason D. Phillips @jdpfic]

Have you reserved a seat yet? RSVP today for Savvy Social Security Planning. It's going to be great! https://t.co/aQnKltIo0W

[Jason D. Phillips @jdpfic]

We're getting a great response for Savvy Social Security Planning. If you haven't registered yet, now's the time. https://t.co/aQnKltIo0W

[Jason D. Phillips @jdpfic]

Can you make it for Savvy Social Security Planning on 12/15/2021? We would love to see you there. RSVP here: https://t.co/aQnKltIo0W

[Jason D. Phillips @jdpfic]

You are cordially invited to Savvy Social Security Planning. RSVP today to guarantee your spot https://t.co/aQnKltIo0W

[Jason D. Phillips @jdpfic]

It's almost time for How Tax Planning Changes Through Four Stages of Retirement! There's still time to register if you want to join us. https://t.co/ku4SPfZJ6e

[Jason D. Phillips @jdpfic]

Seats are running out. Will you be one of the lucky ones at How Tax Planning Changes Through Four Stages of Retirement? We'd love to see you there! https://t.co/ku4SPghkuO

[Jason D. Phillips @jdpfic]

Have you reserved a seat yet? RSVP today for How Tax Planning Changes Through Four Stages of Retirement. It's going to be great! https://t.co/ku4SPghkuO

[Jason D. Phillips @jdpfic]

We're getting a great response for How Tax Planning Changes Through Four Stages of Retirement. If you haven't registered yet, now's the time. https://t.co/ku4SPghkuO

[Jason D. Phillips @jdpfic]

Can you make it for How Tax Planning Changes Through Four Stages of Retirement on 11/10/2021? We would love to see you there. RSVP here: https://t.co/ku4SPghkuO

[Jason D. Phillips @jdpfic]

You are cordially invited to How Tax Planning Changes Through Four Stages of Retirement. RSVP today to guarantee your spot https://t.co/ku4SPghkuO

[Jason D. Phillips @jdpfic]

It's almost time for 1 Hr to Savvy Cybersecurity! There's still time to register if you want to join us. https://t.co/obW7YvwvQY

[Jason D. Phillips @jdpfic]

Seats are running out. Will you be one of the lucky ones at 1 Hr to Savvy Cybersecurity? We'd love to see you there! https://t.co/obW7YvwvQY