Jill Gibb is a registered investment advisor at Targeted Financial Services, LLC, based in Seminole, FL, with 12 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 501 clients with $350M 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 | 1.50% |
Annual management fee varies between 0.50% and 1.50% depending on portfolio size and services. Fees are negotiable based on anticipated future earnings, account composition, and asset levels.
Fee Estimator
Location
5666 Seminole Blvd, Suite 146, Seminole, FL, 33772
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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.
Learn about disclosures →Other Business Activities
Jill works as an office manager at Targeted Financial Services, LLC, providing client services and general office duties. This activity is investment-related and takes nearly all of Jill's time.
Employment History
Current Registrations
Targeted Financial Services, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
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.
Exams
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