Jack Phelps
Portefeuillebeheerder-Aandelen bij Savant Capital LLC (Illinois)
Profiel
John Michael Phelps is the founder of The Relaxing Retirement Coach, Inc., which was founded in 2003.
He held the titles of President & Chief Compliance Officer.
Currently, he is the Managing Director & Financial Advisor at Savant Capital LLC (Illinois).
Mr. Phelps received his undergraduate degree from Holy Cross College (United Kingdom) in 1989.
Actieve functies van Jack Phelps
| Bedrijven | Functie | Begin |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Jack Phelps
| Bedrijven | Functie | Einde |
|---|---|---|
The Relaxing Retirement Coach, Inc.
 The Relaxing Retirement Coach, Inc. Investment ManagersFinance The Relaxing Retirement Coach, Inc. is a private company that helps individuals transition to a financially independent retirement. The Relaxing Retirement Coach is based in Wellesley, MA. The company believes that people deserve to spend their retirement doing what they want to do, not what they have to do. The company was founded in 2003 by John Michael Phelps, who has been the CEO since then. | Algemeen Directeur | - |
Opleiding van Jack Phelps
| Holy Cross College (United Kingdom) | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Finance |
The Relaxing Retirement Coach, Inc.
The Relaxing Retirement Coach, Inc. Investment ManagersFinance The Relaxing Retirement Coach, Inc. is a private company that helps individuals transition to a financially independent retirement. The Relaxing Retirement Coach is based in Wellesley, MA. The company believes that people deserve to spend their retirement doing what they want to do, not what they have to do. The company was founded in 2003 by John Michael Phelps, who has been the CEO since then. | Finance |
