Jill Branthoover, financial advisor Cleveland OH
96 score

Jill Branthoover

CRD Number: 3094391
Current Firm: Rsm Us Wealth Management LLC

Jill Branthoover (CRD# 3094391) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Cleveland, OH and has over 19 years of experience in the finance industry. Jill Branthoover 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.

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Professional Designations
Company Name Location Dates Years
Rsm Us Wealth Management LLC Cleveland, OH Nov 2016 - Current 1
Ubs Financial Services Inc. Cleveland, OH Nov 2013 - Nov 2016 3
Ubs Financial Services Inc. Beachwood, OH Feb 2007 - Nov 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1998
Contact Info for Jill A. Branthoover
Phone Number: 612-376-9363
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    5,989
    MILLIONS
  • Total Number of Accounts
    12,693
    ACCOUNTS
  • Average Account Value
    $471,868
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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