Jill Walsh
Jill Walsh is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vicksburg, MI, with 8 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
625 W. Prairie Street, Vicksburg, MI, 49097
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jill is a co-founder and owner of Highland Financial Group LLC, working as a financial planner/wealth manager, dedicating about a quarter to about half of her time to this role. She is also a partner in Peridot Investment Group, a rental real estate business, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations17 states
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