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RIA / WealthAdvisor26 years in industry

Philip Telpner

Advisor at LIFEWORKS ADVISORS, LLC

Glenview, IL | GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:778c7fbe-c4c9-03ae-9443-a93f67bcc2cc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 1, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIFEWORKS ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 21, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jul 21, 2000
First registration: Sep 1, 2015
Dual registered: no
Other names: PHILIP JAY TELPNER
IAPD individual key: 4200379

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIFEWORKS ADVISORS, LLC	Independent wealth	Jan 9, 2023	n/a	yes	Glenview, IL\|GRAND RAPIDS, MI	Current employment
BREAKOUT PRIVATE WEALTH LLC	State registered	Jul 29, 2020	Apr 10, 2023	no	GLENVIEW, IL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 6, 2017	Jul 27, 2020	no	NILES, IL\|CHICAGO, IL\|CHICAGO, IL\|NILES, IL\|GLENVIEW, IL\|NILES, IL	Previous registration
MORGAN STANLEY	Wirehouse	Sep 1, 2015	Jun 27, 2017	no	Deerfield, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BREAKOUT PRIVATE WEALTH LLC	LIFEWORKS ADVISORS, LLC	Apr 10, 2023	Jan 9, 2023	-91	Firm change after gap	Other
J.P. MORGAN SECURITIES LLC	BREAKOUT PRIVATE WEALTH LLC	Jul 27, 2020	Jul 29, 2020	2	Firm change	Wirehouse to state RIA
MORGAN STANLEY	J.P. MORGAN SECURITIES LLC	Jun 27, 2017	Jul 6, 2017	9	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ LIFEWORKS ADVISORS, LLCRegistered adviserregistration: current employment
Jan 9, 2023 to presentfactForm ADV
→ BREAKOUT PRIVATE WEALTH LLCRegistered adviserregistration: previous registration
Jul 29, 2020 to Apr 10, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jul 6, 2017 to Jul 27, 2020factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 1, 2015 to Jun 27, 2017factForm ADV

Dated events

Occurred
Apr 10, 2023
Advisor changed firm
Philip Telpner left Breakout Private Wealth Llc for Lifeworks Advisors, Llc (registered 2023-01-09)
Form ADVobserved 5 days ago