Jill Isbell is a CFP-designated registered investment advisor at Journey Strategic Wealth LLC, based in Summit, NJ, with 18 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 928 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Strategic Wealth manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.30% to 1.75%, depending on the complexity of services, the amount of assets managed, and the overall relationship. The fee is paid quarterly, in advance.
Location
47 Maple Street, Suite 104, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Journey Strategic Wealth LLC
Previous Registrations
Origin Financial
Creative Financial Services, INC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations6 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.