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Jill Tripp McGruder

W & S Brokerage Services, Inc.

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About Jill Tripp McGruder

Jill Tripp McGruder is a financial advisor with over 30 years of experience in the financial services industry. Jill is currently registered with W&S Brokerage Services, Inc. and Touchstone Securities, Inc. Jill specializes in financial planning and portfolio management for individuals. Jill has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Jill McGruder is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

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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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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percentage of assets

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

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Jill McGruder’s Registration & Firm History

OH

06/02/2020 - Present

W&S Brokerage Services, Inc. (Cincinnati OH)

OH

07/09/2012 - 07/31/2012

CINCINNATI ANALYSTS, INC. (CINCINNATI OH)

OH

06/01/2012 - 06/19/2012

LINCOLN INVESTMENT (CINCINNATI OH)

OH

03/15/2012 - 06/01/2012

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

OH

05/21/2007 - 12/31/2009

IFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)

MA

04/25/1996 - 12/13/1996

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/25/1996 - 12/13/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

OH

01/17/1984 - 06/18/1996

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

OH

06/11/1991 - 03/08/1996

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 04/13/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/1991

Series 24 - General Securities Principal Examination

BC

Issued 07/15/1991

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/1991

Series 7 - General Securities Representative Examination

BC

Issued 01/16/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Tripp McGruder.
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