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Jill Ann Bassett

Leigh Baldwin & CO., LLC

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About Jill Ann Bassett

Jill Ann Bassett is a financial advisor with Leigh Baldwin & CO., LLC. Jill is a registered representative in New York and Pennsylvania and also holds a state-level Investment Adviser Representative license in New York. Jill has been in the securities industry since April 2015. In addition to her work with Leigh Baldwin & CO., LLC, Jill also offers long-term care, disability, fixed annuities, and life insurance products, as well as Medicare plans.

Firm Information

Jill Bassett is currently registered with Leigh Baldwin & CO., LLC. Leigh Baldwin & CO., LLC is a Limited Liability Company headquartered in Cazenovia, NY, that was formed on January 31, 1995. The firm is registered with the SEC and offers investment advisory services, including financial planning, portfolio management for individuals, and selection of other advisers. The firm has approximately $232,011,373 in regulatory assets under management and serves a diverse clientele, including individuals, high-net-worth individuals, corporations, and charitable organizations.
Leigh Baldwin & CO., LLC

112 ALBANY STREET

CAZENOVIA, NY 13035

$232.01M

Assets Under Management

642

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/referral fees from other ria's

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Jill Bassett’s Registration & Firm History

NY

04/06/2021 - Present

Leigh Baldwin & CO., LLC (Liverpool NY)

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Licenses & Designations

BOTH

Issued 08/10/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Ann Bassett.
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