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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian Blair Thomas is a financial advisor at Mariner Wealth, a firm based in Concord, New Hampshire. Jillian has a wide range of experience in the industry, having worked with Granite Investment Advisors and Mariner Wealth Advisors. Jillian holds a Series 65 license and is a Chartered Financial Consultant. Jillian specializes in working with a diverse clientele, including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, insurance companies, and pension plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NH
01/03/2022 - Present
Mariner Wealth (Concord NH)
IA
Issued 07/03/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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