William JiggettsCRD Number: 5345681
Current Firm: H.d. Vest Advisory Services, Inc.
William Jiggetts (CRD# 5345681) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Montclair, NJ and has over 9 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Hd Vest Financial Services||Montclair, NJ||Oct 2014 - Current||2|
|Hd Vest Insurance Agency, Inc.||Montclair, NJ||Oct 2014 - Current||2|
|Hd Vest Advisory Services||Montclair, NJ||Oct 2014 - Current||2|
|Family Financial Management Practice||Montclair, NJ||Feb 2011 - Current||6|
|Penn Mutual Life Ins Co||Horsham, PA||Mar 2013 - Aug 2014||1|
|Hornor Townsend & Kent Inc.||Horsham, PA||Mar 2013 - Aug 2014||1|
|Park Ave Securities||New York, NY||Sep 2009 - Apr 2011||1|
|Guardian||New York, NY||Jan 2009 - Feb 2011||2|
|Dawson James Securities, Inc.||New York, NY||Jun 2008 - Dec 2008||< 1|
|First Republic Group, LLC||New York, NY||Mar 2007 - Jun 2008||1|
|Sj's Hospitality Management||Philadelphia, PA||Jan 2000 - Jul 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S65||NASAA Investment Advisors Law Examination||Oct 2009|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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