JT
CFA
JT
CFA

James Gerard Tillar

22 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
843 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$50K
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Location

1065 E. Central Station Rd, Centerville, OH, 45459

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Journey Advisory Group, LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Tw Advisors
March 2003 - January 2023 · 19 yrs 10 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.