JB
ChFC
JB
ChFC

Jill Brandon

32 Years of Experience
BrokerSells Insurance

Jill Brandon is a ChFC-designated registered investment advisor, based in Bristol, CT, with 32 years of industry experience.

Location

10 Main St, 4th flr., Bristol, CT, 06010

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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 works full-time as a wealth manager for Patriot Financial Group and Riverside Wealth Management. She also sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care, and is a manager/member of Sunset Terrace Properties, LLC, a real estate company.

Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
December 2022 - Present · 3 yrs 4 mos
The Patriot Financial Group, LLC
December 2018 - Present · 7 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
December 2018 - December 2022 · 4 yrs
Cetera Advisor Networks LLC
September 2013 - December 2018 · 5 yrs 3 mos
Cetera Advisor Networks LLCBroker
September 2013 - December 2018 · 5 yrs 3 mos
Tower Square Securities, INC.
September 2007 - September 2013 · 6 yrs
Tower Square Securities, INC.Broker
August 2007 - September 2013 · 6 yrs 1 mo
Metlife Investors Distribution CompanyBroker
August 2005 - May 2007 · 1 yr 9 mos
Metlife Securities INC.Broker
August 2005 - May 2007 · 1 yr 9 mos
Metropolitan Life Insurance CompanyBroker
August 2005 - May 2007 · 1 yr 9 mos
New England SecuritiesBroker
August 2005 - May 2007 · 1 yr 9 mos
Walnut Street Securities, INC.Broker
August 2005 - May 2007 · 1 yr 9 mos
Tower Square Securities, INC.Broker
November 1993 - May 2007 · 13 yrs 6 mos
State Registrations4 states
CTMANHTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jill Brandon - Financial Advisor | TrueAdvisor