Jill KasenCRD Number: 1396418
Current Firm: 1st Global Advisors Inc.
Jill Kasen (CRD# 1396418) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Studio City, CA and has over 18 years of experience in the finance industry. Jill Kasen 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.
Fried Asset Management, Inc.
Ira Wealth Management
|Kasen Investment Services, Inc.||Studio City, CA||Nov 2006 - Current||10|
|1st Global Insurance Services, Inc.||Studio City, CA||Sep 2005 - Current||11|
|1st Global Capital Corp||Study City, CA||Sep 2004 - Current||12|
|Jill Helene Kasen||Studio City, CA||Sep 2004 - Current||12|
|1st Global Advisors, Inc.||Studio City, CA||Sep 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 1998|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV