Michael Jillson (CRD# 6372624) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 8 years of experience in the finance industry. Michael Jillson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Petso Financial Consultants LLC | Boise, ID | Jun 2021 - Current | 2 |
| Cetera Advisor Networks | El Segundo, CA | Dec 2018 - May 2021 | 2 |
| Keith Cusack | Lakewood, CO | Nov 2018 - May 2021 | 2 |
| Unemployed | Denver, CO | May 2018 - Dec 2018 | < 1 |
| Empower Retirement | Greenwood Village, CO | Aug 2017 - May 2018 | < 1 |
| Gwfs Equities, Inc. | Greenwood Village, CO | May 2015 - Aug 2017 | 2 |
| Gwfs Equities, Inc. | Greenwood Village, CO | Jul 2014 - May 2015 | < 1 |
| Unemployed | S Burlington, VT | Jun 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- ID
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Total Assets Under Management1,193MILLIONS
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Total Number of Accounts3,863ACCOUNTS
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Average Account Value$308,700
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, ID, LA, MT, NC, NE, NV, NY, OR, TX, UT, WA
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