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Jill Louise Martin

PARKSIDE ADVISORS LLC·BERKELEY, California
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2040 BANCROFT WAY, BERKELEY, CA 94704CRD# 6662880Firm CRD# 125553
01

About

Jill Louise Martin is a registered financial advisor based in BERKELEY, California, affiliated with PARKSIDE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARKSIDE ADVISORS LLC
PARKSIDE ADVISORS LLC
AUM
$640M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PARKSIDE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6662880
Firm CRD# 125553
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jill Louise Martin offer?
Jill Louise Martin specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BERKELEY, California for a consultation.
What are Jill Louise Martin's credentials?
Jill Louise Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jill Louise Martin located?
Jill Louise Martin is based in BERKELEY, California, working with PARKSIDE ADVISORS LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Jill Louise Martin charge for services?
Jill Louise Martin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARKSIDE ADVISORS LLC?
PARKSIDE ADVISORS LLC has approximately 10 employees and manages $640M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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