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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 Marie Green is a financial advisor with Edelman Financial Engines, a large financial planning and investment management firm. Jillian has been a registered investment advisor since 2021 and has been in the financial services industry since 2012. She is licensed in Virginia and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Jillian also has experience working with pension and profit-sharing plans. Jillian's specialties include financial planning, portfolio management, and educational seminars. She is committed to providing her clients with the guidance and support they need to achieve their financial goals.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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VA
01/05/2021 - Present
Edelman Financial Engines (ALEXANDRIA VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ALEXANDRIA VA)
VA
05/19/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (TYSONS CORNER VA)
MA
03/18/2013 - 04/28/2015
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NH
11/13/2012 - 03/12/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
IA
Issued 01/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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