JR
CFP
JR
CFP

Jill Ciccarelli Rapps

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

9601 Tamiami Trail North, Naples, FL, 34108

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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 ActivitiesSells Insurance

Jill is a partner in a real estate LLC, an investment advisor representative with Ciccarelli Advisory Services (nearly full-time), and sells insurance through FSC Securities Corp (a few hours per week). She also serves as a board member for FSC MFA, a director for a non-profit, and a notary, and is a managing member of an LLC holding personal real estate.

Employment History
Current Registrations
Osaic Wealth, INC.
November 2023 - Present · 2 yrs 3 mos
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Ciccarelli Advisory Services INC
January 1994 - Present · 32 yrs 1 mo
Previous Registrations
Fsc Securities Corporation
September 1992 - November 2023 · 31 yrs 2 mos
Fsc Securities CorporationBroker
October 1991 - November 2023 · 32 yrs 1 mo
State Registrations34 states
AZCACOCTDCDEFLGAHIILINKYLAMAMDMIMONCNHNJNVNYOHOKORPARISCTNTXUTVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.