Jill Williams-Gilmore
Jill Williams-Gilmore is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Rafael, CA, with 42 years of industry experience. Jill is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
4314 Redwood Hwy, Ste 400, San Rafael, CA, 94903
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2010Customer Dispute
October 2008Customer Dispute
October 2008Other Business Activities
Jill owns multiple commercial real estate properties, some dating back to 1986. These activities are not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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