Jill Worman
Jill Worman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mattoon, IL, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1317 Charleston Avenue, Mattoon, IL, 61938
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jill works as a Retirement Plan Participant Specialist at First Mid Bank & Trust, assisting participants with their retirement plans. She also works as a Financial Advisor at First Mid Wealth Management; these activities each take about a quarter to half of Jill's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations7 states
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