TrueAdvisor
TrueAdvisor
JI
CFP
JI
CFP

Jill Elaine Isbell

Journey Strategic Wealth LLC
18 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Journey Strategic Wealth LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
928 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$3.8B

Fee Structure

Location

47 Maple Street, Suite 104, Summit, NJ, 07901

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Journey Strategic Wealth LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Origin Financial
June 2021 - August 2022 · 1 yr 2 mos
Creative Financial Services, INC
May 2019 - September 2024 · 5 yrs 4 mos
Charles Schwab & CO., INC.
October 2015 - April 2019 · 3 yrs 6 mos
Charles Schwab & CO., INC.Broker
October 2015 - April 2019 · 3 yrs 6 mos
LPL Financial LLC
March 2011 - October 2015 · 4 yrs 7 mos
LPL Financial LLCBroker
March 2011 - October 2015 · 4 yrs 7 mos
Edward Jones
September 2009 - March 2011 · 1 yr 6 mos
Edward JonesBroker
September 2009 - March 2011 · 1 yr 6 mos
T. Rowe Price Advisory Services, INC.
January 2008 - December 2008 · 11 mos
T. Rowe Price Investment Services, INC.Broker
September 2007 - August 2009 · 1 yr 11 mos
State Registrations6 states
CACOFLNEOHTX
Advisor
Exams
No exam information available for this advisor.