linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jill Elaine Isbell

Journey Strategic Wealth LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jill? Claim Your Profile

About Jill Elaine Isbell

Jill Elaine Isbell is a financial advisor with Journey Strategic Wealth LLC. Jill has over 13 years of experience in the financial services industry, specializing in financial planning, portfolio management for individuals and businesses. Jill holds the Series 66, Series 7, Series 9 and SIE licenses and is a CERTIFIED FINANCIAL PLANNER™. Previously, Jill was affiliated with Charles Schwab & Co., Inc., LPL Financial LLC, and Edward Jones.

Firm Information

Jill Isbell is currently registered with Journey Strategic Wealth LLC. Journey Strategic Wealth LLC is an investment advisor headquartered in Summit, NJ. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals. They manage approximately $3.07 billion in assets for 1,898 clients, including high-net-worth individuals, corporations, and charitable organizations. The firm has 6 licensed agents, 13 investment advisor representatives, and 7 registered representatives.
Journey Strategic Wealth LLC

47 MAPLE STREET

SUMMIT, NJ 07901

$3.07B

Assets Under Management

Not reported

Total Clients

15

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.

check

financial planning services

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

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jill Isbell’s Registration & Firm History

NJ

09/20/2024 - Present

Journey Strategic Wealth LLC (SUMMIT NJ)

CO

10/06/2015 - 04/12/2019

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

CO

03/15/2011 - 10/02/2015

LPL FINANCIAL LLC (WOODLAND PARK CO)

CO

09/08/2009 - 03/02/2011

EDWARD JONES (COLORADO SPRINGS CO)

CO

09/10/2007 - 08/28/2009

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

Not sure if Jill Elaine Isbell is right for you?

Licenses & Designations

BOTH

Issued 11/06/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/03/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jill Elaine Isbell.
Not sure if Jill Elaine Isbell is right for you?