JM
JM

Jill Murphy

23 Years of Experience
Issaquah, WA
1 DisclosureBroker

Jill Murphy is a registered investment advisor at Ameriprise Financial Services, LLC, based in Issaquah, WA, with 23 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

320 Newport Way NW, Issaquah, WA, 98027-3119

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2026
Settled
Other Business Activities

Jill co-owns a single-family rental property and Smurfco LLC, which manages a commercial real estate property. She also co-owns and works at Steller Wealth Planning LLC, and owns Fortitude Consulting LLC, which receives income from Steller Wealth Planning LLC, dedicating about a quarter of her time to these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2003 - Present · 23 yrs 1 mo
Ameriprise Financial Services, LLCBroker
August 2003 - Present · 23 yrs 2 mos
Ameriprise Financial Services, LLC
August 2003 - Present · 23 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 2003 - July 2006 · 2 yrs 11 mos
State Registrations16 states
AZCACOFLGAIDMIMOMTNENMORTNVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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