JB
ChFC
JB
ChFC

Jill Aaron Brandon

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
3,136 clients
Average Client Portfolio
$767K average
Assets Under Management
$2.4B

Fee Structure

Financial Planning:Investment management only
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Location

10 Main St, 4th flr., Bristol, CT, 06010

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Jill works full-time as a wealth manager for Patriot Financial Group and Riverside Wealth Management. She also sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care, and is a manager/member of Sunset Terrace Properties, LLC, a real estate company.

Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
December 2022 - Present · 3 yrs 2 mos
The Patriot Financial Group, LLC
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Securities America, INC.Broker
December 2018 - December 2022 · 4 yrs
Cetera Advisor Networks LLC
September 2013 - December 2018 · 5 yrs 3 mos
Cetera Advisor Networks LLCBroker
September 2013 - December 2018 · 5 yrs 3 mos
Tower Square Securities, INC.
September 2007 - September 2013 · 6 yrs
Tower Square Securities, INC.Broker
August 2007 - September 2013 · 6 yrs 1 mo
Metlife Investors Distribution CompanyBroker
August 2005 - May 2007 · 1 yr 9 mos
Metlife Securities INC.Broker
August 2005 - May 2007 · 1 yr 9 mos
Metropolitan Life Insurance CompanyBroker
August 2005 - May 2007 · 1 yr 9 mos
New England SecuritiesBroker
August 2005 - May 2007 · 1 yr 9 mos
Walnut Street Securities, INC.Broker
August 2005 - May 2007 · 1 yr 9 mos
Tower Square Securities, INC.Broker
November 1993 - May 2007 · 13 yrs 6 mos
State Registrations6 states
CACTMANHTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.