Unclaimed Profile

Jill Jordan Wall

ISTO ADVISORS, LLC·TROY, Michigan

Series 2, Series 6, Series 63, Series 65Clean record3 years registeredISTO ADVISORS, LLC

2150 BUTTERFIELD DRIVE, TROY, MI 48084CRD# 2152174Firm CRD# 284560

Profile Verification

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

Identity

Jill Jordan Wall · TROY, MI

Registration

CRD #2152174 · ISTO ADVISORS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

ISTO ADVISORS, LLC

Jun 2023 – present

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 63

Series 65

Registration record

First registered · June 21, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ISTO ADVISORS, LLC

CRD 284560 · SEC 801-108409

AUM

$766M

Regulatory assets under management

Employees

2,383 client accounts

Services offered by ISTO ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ISTO ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jill Jordan Wall offer?

Jill Jordan Wall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.

What are Jill Jordan Wall's credentials?

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

Where is Jill Jordan Wall located?

Jill Jordan Wall is based in TROY, Michigan, working with ISTO ADVISORS, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does Jill Jordan Wall charge for services?

Jill Jordan Wall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ISTO ADVISORS, LLC?

ISTO ADVISORS, LLC has approximately 21 employees and manages $766M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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