Jillian Bates
Advisor at Edward Jones
Updated today
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.
Expertise
Retirement plans for business owners (SEP, solo 401k)
Divorce financial planning
Business ownership considerations
Occupation focus
Government Employee
Demographic focus
Women Professionals
Widow/Widower
Work history
Edward Jones
2025 - Present (1 year)
Sundance Canyon Academy
2012 - 2025 (13 years)
Bates Family Enterprises DBA Partners In Parenting
2007 - 2025 (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Daniel G
CFP®
Idaho Falls, ID
Good Better Best Financial Planning LLC
In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.
Todd C
Series 66
Idaho Falls, ID
Edward Jones
Lisa C
Series 66
Idaho Falls, ID
Edward Jones
Trevor R
Series 66
Idaho Falls, ID
Edward Jones
Cutler G
Series 66
Idaho Falls, ID
Edward Jones
Kevin K
CFP®, Series 66
Idaho Falls, ID
Edward Jones
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