Unclaimed Profile

Jill Karen Graceffo

COMPASS FINANCIAL MANAGEMENT LLC·PARSIPPANY, New Jersey

SIE, Series 7, Series 63, Series 66Clean record24 years registeredCOMPASS FINANCIAL MANAGEMENT LLC

2001 ROUTE 46, PARSIPPANY, NJ 07054CRD# 4319339Firm CRD# 156345

Profile Verification

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

Identity

Jill Karen Graceffo · PARSIPPANY, NJ

Registration

CRD #4319339 · COMPASS FINANCIAL MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMPASS FINANCIAL MANAGEMENT LLC

TD PRIVATE CLIENT WEALTH LLC

Mar 2015 – Oct 2018

NEW YORK, NY

COMPASS FINANCIAL MANAGEMENT LLC

Jun 2012 – Feb 2015

PARSIPPANY, NJ

COMPASS FINANCIAL MANAGEMENT LLC

May 2011 – Jun 2012

PARSIPPANY, NJ

NEW CENTURY ASSET MANAGEMENT, INC.

Jun 2002 – May 2011

WAYNE, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · June 26, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPASS FINANCIAL MANAGEMENT LLC

CRD 156345 · SEC 801-118185

AUM

$409M

Regulatory assets under management

Employees

1,131 client accounts

Services offered by COMPASS FINANCIAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMPASS FINANCIAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jill Karen Graceffo offer?

Jill Karen Graceffo specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Jill Karen Graceffo's credentials?

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

Where is Jill Karen Graceffo located?

Jill Karen Graceffo is based in PARSIPPANY, New Jersey, last registered with COMPASS FINANCIAL MANAGEMENT LLC.

How does Jill Karen Graceffo charge for services?

Jill Karen Graceffo'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 COMPASS FINANCIAL MANAGEMENT LLC?

COMPASS FINANCIAL MANAGEMENT LLC has approximately 20 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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