Jill IsbellCRD Number: 5351557
Current Firm: Charles Schwab & Company, Inc.
Jill Isbell (CRD# 5351557) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Colorado Springs, CO and has over 10 years of experience in the finance industry. Jill Isbell 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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|Charles Schwab Bank||Colorado Springs, CO||Sep 2015 - Current||2|
|Charles Schwab & Company, Inc.||Colorado Sprints, CO||Sep 2015 - Current||2|
|Lpl Financial||Woodland Park, CO||Mar 2011 - Sep 2015||4|
|Edward Jones||St Louis, MO||Sep 2009 - Feb 2011||1|
|T. Rowe Price Investment Services, Inc.||Colorado Springs, CO||May 2007 - Aug 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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