Jillian Fohr, financial advisor Louisville KY

Jillian Fohr

CRD Number: 7046118
Current Firm: Private Client Services, LLC

Jillian Fohr (CRD# 7046118) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services Louisville, KY Nov 2018 - Current 5
Learningrx Springhurst Louisville, KY May 2017 - Current 7
Us Bank Louisville, KY Jun 2016 - May 2017 < 1
Top Brass Reloading/elite Reloading Supplies Louisville, KY Jul 2014 - Jun 2016 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Jillian Fohr
Phone Number: 502-451-0600
Firm Website: http://www.kfg.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    846
    MILLIONS
  • Total Number of Accounts
    2,890
    ACCOUNTS
  • Average Account Value
    $292,668
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

ND

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