JD
CFP
JD
CFP

Jill Lynne Ditter

32 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
525 clients
Average Client Portfolio
$929K average
Assets Under Management
$487.8M

Fee Structure

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Location

10465 Park Meadows Dr, #107, Lone Tree, CO, 80124

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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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Other Business Activities

Jill prepares year-end tax returns for her husband's carpet and upholstery cleaning business, J & W Carpet & Upholstery Cleaners, dedicating minimal time to it. She also operates under the DBA JD Wealth Management, LLC, and spends the majority of her time as a registered investment advisor with Gallacher Capital Management, LLC, providing financial planning and fee-based advice.

Employment History
Current Registrations
Gallacher Capital Management, LLC
May 2013 - Present · 12 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
May 2013 - January 2016 · 2 yrs 8 mos
Strategic Advisers, INC.
April 2005 - May 2013 · 8 yrs 1 mo
Fidelity Brokerage Services LLCBroker
March 2005 - May 2013 · 8 yrs 2 mos
Diversified Investors Securities CORP.Broker
April 2002 - February 2005 · 2 yrs 10 mos
Arrowhead Investment CenterBroker
August 2000 - January 2002 · 1 yr 5 mos
Wm Financial Services, INC.Broker
August 1999 - February 2000 · 6 mos
VALIC Investment Services CompanyBroker
March 1999 - September 1999 · 6 mos
Aga Brokerage Services, INC.Broker
January 1998 - March 1999 · 1 yr 2 mos
Fn Investment CenterBroker
January 1997 - July 1997 · 6 mos
Invest Financial CorporationBroker
August 1993 - January 1997 · 3 yrs 5 mos
Aegon USA Securities INC.Broker
July 1992 - February 1993 · 7 mos
Great Western Financial Securities CorporationBroker
January 1992 - May 1992 · 4 mos
American Express Financial Advisors INC.Broker
April 1990 - September 1990 · 5 mos
Ids Life Insurance CompanyBroker
April 1990 - September 1990 · 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Jill Lynne Ditter - Financial Advisor | TrueAdvisor