Jill Haueter is a registered investment advisor, based in Chagrin Falls, OH, with 18 years of industry experience.
Location
Chagrin Falls, OH
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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 ActivitiesSells Insurance
Jill is an insurance agent since November 2022, spending minimal time on this activity. She is also affiliated with CIRA as an IAR, dedicating full-time hours, and owns Bridlepath Financial, spending more than full-time hours on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations13 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.