AdvisorOS Directory
Claim Profile
Unclaimed Profile
JS

Jake Sill

AGR PARTNERS, LLC·VISALIA, California
Clean recordAGR PARTNERS, LLC
113 NORTH CHURCH STREET, VISALIA, CA 93291CRD# 6244101Firm CRD# 165566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jake Sill · VISALIA, CA
Registration
CRD #6244101 · AGR PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jake Sill is a registered financial advisor based in VISALIA, California, affiliated with AGR PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Jake

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jake is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
AGR PARTNERS, LLC
AGR PARTNERS, LLC
AUM
$135M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at AGR PARTNERS, LLC →
Services
Selection of other advisers
04

Background

Compensation
Subscription fees
Performance-based fees
Other: BUDGET BASED FEE
Regulatory
SEC/IARD CRD# 6244101
Firm CRD# 165566
View on FINRA BrokerCheck →

Looking for a financial advisor in VISALIA?

Browse all registered financial advisors in VISALIA, California or claim this profile if it's yours.

Browse VISALIA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jake Sill offer?
Jake Sill specializes in Wealth Management. Contact their office in VISALIA, California for a consultation.
What are Jake Sill's credentials?
Jake Sill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jake Sill located?
Jake Sill is based in VISALIA, California, working with AGR PARTNERS, LLC. Their office serves clients in the VISALIA metropolitan area and surrounding communities.
How does Jake Sill charge for services?
Jake Sill's firm is compensated through subscription fees, performance-based fees, other: budget based fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGR PARTNERS, LLC?
AGR PARTNERS, LLC has approximately 13 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in VISALIA, California

Billy Douglas Maddox
MADDOX FINANCIAL GROUP INC.·VISALIA, CA
Lisa Diane Watson
AGR PARTNERS LLC·VISALIA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile