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Jill Wenzlaff Ostergaard

EXOS ASSET MANAGEMENT LLC·PELHAM, New York
SIE, Series 7TO, Series 14, Series 24, Series 79TO, Series 99TOClean recordEXOS ASSET MANAGEMENT LLC
1023 ESPLANADE, PELHAM, NY 10803CRD# 3022963Firm CRD# 305706

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jill Wenzlaff Ostergaard · PELHAM, NY
Registration
CRD #3022963 · EXOS ASSET MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 14
Series 24
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
EXOS ASSET MANAGEMENT LLC
CRD 305706 · SEC 801-119726
AUM
$178M
Regulatory assets under management
Employees
28
2 client accounts
Services offered by EXOS ASSET MANAGEMENT LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at EXOS ASSET MANAGEMENT LLC →
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04

Frequently Asked Questions

What services does Jill Wenzlaff Ostergaard offer?
Jill Wenzlaff Ostergaard specializes in Retirement Planning. Contact their office in PELHAM, New York for a consultation.
What are Jill Wenzlaff Ostergaard's credentials?
Jill Wenzlaff Ostergaard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jill Wenzlaff Ostergaard located?
Jill Wenzlaff Ostergaard is based in PELHAM, New York, working with EXOS ASSET MANAGEMENT LLC. Their office serves clients in the PELHAM metropolitan area and surrounding communities.
How does Jill Wenzlaff Ostergaard charge for services?
Jill Wenzlaff Ostergaard's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXOS ASSET MANAGEMENT LLC?
EXOS ASSET MANAGEMENT LLC has approximately 28 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EXOS ASSET MANAGEMENT LLC

Michael Forstl
NEW YORK, NY
Brady William Dougan
PELHAM, NY
Jacqueline Ann Neisch
NEW YORK, NY
Philippe Hatstadt
PELHAM, NY
Kenneth F Kroner
NEW YORK, NY
Kyle Philip Bransfield
PELHAM, NY

More Advisors in PELHAM, New York

Peter Early
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Jason Williams Hauf
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