Jill Wilson
Jill Wilson is a registered investment advisor at Raymond James & Associates, INC., based in Colorado Springs, CO, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
102 North Cascade Avenue, Suite 600, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jill is a Notary Public for the State of Colorado since 2006, notarizing forms for clients. This requires minimal time and is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Wedbush Securities INC.Broker
Wedbush Securities INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
Invest Financial CorporationBroker
State Registrations1 state
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.