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Jill Tilzer Jokelson

Mill Creek Capital Advisors, LLC

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About Jill Tilzer Jokelson

Jill Tilzer Jokelson is a financial professional with over 10 years of experience in the industry. Jill has a strong background in securities and investments, having worked previously at Goldman Sachs and Legg Mason Wood Walker, Incorporated. Jill is currently registered with Mill Creek Capital Advisors, LLC, and specializes in providing investment advice to a range of clients, including individuals, businesses, and charitable organizations. Jill is committed to providing her clients with personalized investment solutions tailored to their individual needs and financial goals.

Firm Information

Jill Jokelson is currently registered with Mill Creek Capital Advisors, LLC. Mill Creek Capital Advisors, LLC is an investment advisor headquartered in Conshohocken, Pennsylvania. The firm manages approximately $8.2 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. They offer a range of services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
Mill Creek Capital Advisors, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$8.20B

Assets Under Management

10

Total Clients

27

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 Jokelson’s Registration & Firm History

PA

01/26/2018 - Present

Mill Creek Capital Advisors, LLC (Conshohocken PA)

NY

05/16/2014 - 03/24/2017

GOLDMAN, SACHS & CO. (NEW YORK NY)

MD

09/01/2000 - 09/26/2001

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 05/02/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2014

Series 3 - National Commodity Futures Examination

BC

Issued 05/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jill Tilzer Jokelson.
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