Jill Gosz (CRD# 4918838) is an Investment Advisor Representative working at Cwm, LLC in Palatine, IL and has over 19 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kfa Partners, LLC | Palatine, IL | Jul 2022 - Current | 1 |
| Cetera Advisor Networks | El Segundo, CA | Jun 2019 - Current | 4 |
| Cwm, Dba Carson Group Partners | Palatine, IL | Jun 2019 - Current | 4 |
| Jp Morgan Securities LLC | Lake Zurich, IL | Nov 2015 - Jun 2019 | 3 |
| Charles Schwab & Company, Inc. | Schaumburg, IL | Dec 2009 - Nov 2015 | 5 |
| Charles Schwab Bank | Schaumburg, IL | Dec 2009 - Nov 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2005 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
- IL
- IN
- MI
-
Total Assets Under Management26,774MILLIONS
-
Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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