Unclaimed Profile

Jayne Ann Bills

ONE DAY IN JULY LLC·BURLINGTON, Vermont

Series 65Clean record8 years registeredONE DAY IN JULY LLC

77 COLLEGE ST. #3A, BURLINGTON, VT 05401CRD# 6887129Firm CRD# 284335

Profile Verification

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

Identity

Jayne Ann Bills · BURLINGTON, VT

Registration

CRD #6887129 · ONE DAY IN JULY LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ONE DAY IN JULY LLC

ONE DAY IN JULY LLC

Aug 2020 – Sep 2025

Burlington, VT

BERKSHIRE MONEY MANAGEMENT, INC.

Dec 2017 – Aug 2020

DALTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 21, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONE DAY IN JULY LLC

CRD 284335 · SEC 801-113839

AUM

$798M

Regulatory assets under management

Employees

3,148 client accounts

Services offered by ONE DAY IN JULY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ONE DAY IN JULY LLC →

Introduction

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Frequently Asked Questions

What services does Jayne Ann Bills offer?

Jayne Ann Bills specializes in Financial Planning, Investment Management, Wealth Management.

What are Jayne Ann Bills's credentials?

Jayne Ann Bills is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jayne Ann Bills located?

Jayne Ann Bills is based in BURLINGTON, Vermont, last registered with ONE DAY IN JULY LLC.

How does Jayne Ann Bills charge for services?

Jayne Ann Bills's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONE DAY IN JULY LLC?

ONE DAY IN JULY LLC has approximately 16 employees and manages $798M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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