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Jill Jordan Wall

Isto Advisors, LLC

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About Jill Jordan Wall

Jill Jordan Wall is a financial advisor with Isto Advisors, LLC. She is based in Troy, Michigan and has been in the financial services industry since 1991. Jill specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. She has a strong background in investment management and holds the Series 6, Series 2, Series 63, and Series 65 licenses. Jill is also a Chartered Financial Analyst. Jill previously worked at Peterson Wiand Boes and Company and Snook Housey Advisors.

Firm Information

Jill Wall is currently registered with Isto Advisors, LLC. Isto Advisors, LLC is an investment advisory firm based in Troy, Michigan. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. Isto Advisors manages approximately $765.7 million in assets, with the majority of its clients being high-net-worth individuals and charitable organizations. The firm also provides selection of other advisors services.
Isto Advisors, LLC

2150 BUTTERFIELD DRIVE

TROY, MI 48084

$765.67M

Assets Under Management

Not reported

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

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

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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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fixed fees

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

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percentage of assets

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

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Jill Wall’s Registration & Firm History

MI

06/21/2023 - Present

Isto Advisors, LLC (TROY MI)

FL

10/25/1995 - 05/28/1998

LPM INVESTMENT SERVICES, INC (PALM BEACH FL)

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Licenses & Designations

BC

Issued 10/03/1995

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/27/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/30/1991

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jill Jordan Wall.
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