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Jill Ehlers

12 Years of Experience
Prosper, TX
Broker

Jill Ehlers is a registered investment advisor, based in Prosper, TX, with 12 years of industry experience.

Location

Prosper, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jill is the owner of Envision Wealth Strategies, operating as a trade name, and spends minimal time on trading activities. She also works nearly full-time as an advisory representative of a Registered Investment Advisor (RIA) called CIRA and volunteers as a board member for the Elkhorn Public School Foundation, dedicating minimal time.

Employment History
Current Registrations
Cambridge Investment Research, INC.
November 2023 - Present · 2 yrs 6 mos
Cambridge Investment Research Advisors, INC.
November 2023 - Present · 2 yrs 6 mos
Cambridge Investment Research, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Principal Securities, INC.
February 2014 - November 2023 · 9 yrs 9 mos
Principal Securities, INC.Broker
June 2013 - November 2023 · 10 yrs 5 mos
State Registrations23 states
AZCACODCGAHIIAILINKSKYMNMONCNENMOHOKORSDTXWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.