Advisor at Equity Services, inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Equity Services, inc.
Location
Jamestown, NY
Credentials
Series 63
Industry experience
11 years
Jillian Jones is a financial advisor with Equity Services, Inc. and has 11 years of industry experience. She holds a Series 63 designation and has worked at Evolution Financial Group and Mass Mutual Investors Services. Outside of her advisory role, she is president of Supportive Divorce Solutions Inc., where she provides financial divorce planning as a certified divorce financial analyst. Equity Services, Inc. (doing business as ESI Financial Advisors) serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and offers investment management through proprietary and third-party platforms using client profile questionnaires to guide asset-allocation models.
Based on Equity Services, inc.
Based on Equity Services, inc.
Financial planning fixed fees up to $1,200 in advance; fees for financial plans and consulting services negotiable
$1 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,001 - $2,500,000: 0.75% annually (0.1875% quarterly) $2,500,001 - $4,999,999: 0.60% annually (0.15% quarterly) $5,000,000 - $10,000,000: 0.50% annually (0.125% quarterly) $10,000,001+: 0.35% annually (0.0875% quarterly)
Commission-based compensation available through affiliated broker-dealer activities and product sales
Hourly charges reported but no specific hourly rates disclosed in brochure
Account minimum: $10,000 to $750,000 depending on the advisory program Fee-only: Financial planning/consulting fees negotiable, generally not exceeding $15,000; financial planning fixed fees up to $1,200 in advance; consulting fees up to $1,200 in advance, no advance fees > $1,200 unless agreed
Jamestown, NY
New York
Evolution Financial Group
2021 - Present (5 years)
Equity Services Inc
2021 - Present (5 years)
Mass Mutual Investors Services
2015 - 2021 (6 years)
Massmutual
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Jamestown, NY
Shift Fynancial
Series 66
Jamestown, NY
Primerica Advisors
Series 63
Lakewood, NY
Capital Analysts
Series 66
Jamestown, NY
Primerica Advisors
ChFC®, Series 63, Series 65
Jamestown, NY
NWF Advisory Services Inc
Series 66
Jamestown, NY
NWF Advisory Services Inc
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