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Jill Marie Ross

Northstar Financial Planning, LLC

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About Jill Marie Ross

Jill Marie Ross is a financial advisor working for Northstar Financial Planning, LLC. Jill is a registered Investment Advisor in New Hampshire. Jill has a Series 7, Series 63 and Series 65 license and the SIE exam. Jill has worked in the industry since at least 2005 and was previously with Ameriprise Financial Services, Inc. Jill's firm, Northstar Financial Planning, LLC, manages approximately $229,169,049 in assets. Jill specializes in financial planning, pension consulting, and selection of other advisors.

Firm Information

Jill Ross is currently registered with Northstar Financial Planning, LLC. Northstar Financial Planning, LLC is an investment advisor registered with the SEC and located in Windham, New Hampshire. They have 5 investment advisor representatives and manage approximately $229,169,049 in assets for 513 clients. They offer financial planning, pension consulting, and portfolio management for individuals and high-net-worth individuals. They also provide selection of other advisers.
Northstar Financial Planning, LLC

112 RANGE ROAD

WINDHAM, NH 03087

$229.17M

Assets Under Management

Not reported

Total Clients

5

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 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 Ross’s Registration & Firm History

NH

03/26/2021 - Present

Northstar Financial Planning, LLC (WINDHAM NH)

NH

11/22/2017 - 10/01/2019

AMERIPRISE FINANCIAL SERVICES, INC. (BEDFORD NH)

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Licenses & Designations

IA

Issued 04/03/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jill Marie Ross.
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