Jill Israel
Jill Israel is a registered investment advisor at Rea Wealth Management, based in Lima, OH, with 21 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, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 938 clients with $890M 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% |
Maximum annual fee is 1.50%. Fees are negotiable and can be structured as fixed or blended schedules. Additional program fees apply for PPS Select and PPS Direct programs.
Fee Estimator
Location
2579 Shawnee Road, Lima, OH, 45806
Get directionsHistory
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 ActivitiesSells Insurance
Jill co-owns Axis Properties, LLC, a residential rental property in Columbus, OH, and sells fixed insurance. She dedicates minimal time to the rental property and about 10% of her time to fixed insurance sales.
Employment History
Current Registrations
Rea Wealth Management
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Unified Financial Securities, INC.Broker
Huntington Financial Advisors
The Huntington Investment CompanyBroker
State Registrations2 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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