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Jill K Espelage

Fidelity Brokerage Services LLC

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About Jill K Espelage

Jill Espelage is a financial professional registered with Fidelity Brokerage Services LLC. Jill has been in the securities industry since May 1, 2010, and holds licenses for Series 6, 7TO, and 63. She also holds the Securities Industry Essentials (SIE) Exam. Jill is registered in 53 states. Jill has been with Fidelity Brokerage Services LLC since January 1, 2008.

Firm Information

Jill Espelage is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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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Jill Espelage’s Registration & Firm History

KY

05/03/2024 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

KY

01/01/2008 - 07/02/2021

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

KY

07/02/2007 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)

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Licenses & Designations

BC

Issued 08/02/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jill K Espelage.
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