Unclaimed Profile

Jill Christine Ledgewood

BAYSTATE WEALTH MANAGEMENT LLC·BOSTON, Massachusetts

SIE, Series 7, Series 24, Series 65, Series 66Clean record16 years registeredBAYSTATE WEALTH MANAGEMENT LLC

200 CLARENDON STREET, BOSTON, MA 02116CRD# 5065566Firm CRD# 151664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jill Christine Ledgewood · BOSTON, MA

Registration

CRD #5065566 · BAYSTATE WEALTH MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

AMERIPRISE FINANCIAL SERVICES, LLC

Jan 2026 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Sep 2025 – present

BAYSTATE WEALTH MANAGEMENT

Feb 2010 – Oct 2019

Marshfield, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · February 25, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAYSTATE WEALTH MANAGEMENT LLC

CRD 151664 · SEC 801-71691

AUM

$1.9B

Regulatory assets under management

Employees

4,733 client accounts

Services offered by BAYSTATE WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BAYSTATE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jill Christine Ledgewood offer?

Jill Christine Ledgewood specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Jill Christine Ledgewood's credentials?

Jill Christine Ledgewood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Christine Ledgewood located?

Jill Christine Ledgewood is based in BOSTON, Massachusetts, working with BAYSTATE WEALTH MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Jill Christine Ledgewood charge for services?

Jill Christine Ledgewood'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 BAYSTATE WEALTH MANAGEMENT LLC?

BAYSTATE WEALTH MANAGEMENT LLC has approximately 12 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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