Jill Dailey, financial advisor Greenfield IN
93 score

Jill Dailey

CRD Number: 5509918
Current Firm: Edward Jones

Jill Dailey (CRD# 5509918) is an Investment Advisor Representative working at Edward Jones in Greenfield, IN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Greenfield, IN Apr 2016 - Current < 1
Metlife Securities Indianapolis, IN Apr 2014 - Apr 2016 2
Pnc Investments Indianapolis, IN Oct 2013 - Jan 2014 < 1
Pnc Bank Indianapolis, IN Oct 2013 - Jan 2014 < 1
Various Insurance Carriers For W & R Insurance Agencies Beech Grove, IN Oct 2012 - Oct 2013 1
Checks & Balances Inc. Indianapolis, IN Sep 2012 - Oct 2013 1
Waddell & Reed Inc. Indianapolis, IN Sep 2012 - Oct 2013 1
Student Indianapolis, IN Oct 2011 - Sep 2012 < 1
Edward Jones St Louis, MO Mar 2008 - Oct 2011 3
Zurich North America Indianapolis, IN Jan 2006 - Mar 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Jill A. Dailey
Phone Number: 314-515-2000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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