Jill Mugler (CRD# 2287067) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Clay Center, KS and has over 11 years of experience in the finance industry.
CRD# 6971564
Edward Jones
CRD# 2830832
Raymond James Financial Services Advisors, Inc.
CRD# 6581102
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | Clay Center, KS | Jul 2020 - Current | 3 |
Securities America Advisors, Inc. | Clay Center, KS | Jul 2020 - Current | 3 |
Braden Financial Services | Clay Center, KS | Oct 2007 - Current | 16 |
Investacorp Advisory Services | Miami, FL | Feb 2015 - Jul 2020 | 5 |
Investacorp Inc. | Miami, FL | Nov 2012 - Jul 2020 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2012 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- KS
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Total Assets Under Management38,164MILLIONS
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Total Number of Accounts200,228ACCOUNTS
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Average Account Value$190,602
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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