Jill Hansen, financial advisor Vineyard Haven MA
96 score

Jill Hansen

CRD Number: 2015147
Current Firm: Commonwealth Financial Network

Jill Hansen (CRD# 2015147) is an Investment Advisor Representative working at Commonwealth Financial Network in Vineyard Haven, MA and has over 24 years of experience in the finance industry. Jill Hansen 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.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2009 - Current 7
Hansen Financial Mv Vineyard Haven, MA Jan 2009 - Current 7
Infinex Investments, Inc. West Tisbury, MA Nov 2005 - Dec 2008 3
Dukes County Savings Bank West Tisbury, MA Oct 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Jill M. Hansen
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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
96
Clean Record
This advisor has a clean track record with regulators.

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