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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Aurell Pettijohn is a financial advisor with Morgan Stanley. Jill has been in the financial services industry since 2000. She is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Jill has a wide range of experience in providing financial advice to individuals, families, and businesses. Her areas of expertise include investment management, retirement planning, and college savings. She is also a certified financial planner (CFP). Jill is committed to providing her clients with the highest level of service and helping them achieve their financial goals. She is a trusted advisor who can help you navigate the complexities of the financial world.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
09/05/2023 - Present
Morgan Stanley (Sandy UT)
UT
06/22/2020 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
01/23/2018 - 12/31/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (DRAPER UT)
UT
04/09/2015 - 02/08/2016
MORGAN STANLEY (SALT LAKE CITY UT)
UT
07/15/2008 - 02/12/2015
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
RI
10/23/2000 - 10/17/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 10/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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