Jill B. Boynton

Some features on this profile are disabled

CRD#: 1260104

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jill Bangser Boynton, CFP®, who also goes by Jill F Bangser, Jill B Boynton, was a registered financial professional .

Jill is a previously registered financial professional and started their career in finance in 1984. Jill had worked at 5 firms and has passed the Series 63 and Series 7 exams.

Biography

Jill graduated from Tufts University, Magna Cum Laude, with a BA in Economics.

Question & Answer

What are your service offerings?

Investment Planning

Estate Planning

Divorce Planning

Education Planning

Retirement Planning

Comprehensive Financial Planni...

Tax Planning

Insurance Planning

Do you have an area of expertise or specialization?

Divorce Planning

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Socially Responsible Investmen...

Tax Planning

Women's Financial Planning Iss...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Aliases

Jill F Bangser | Jill B Boynton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Trustee of the Trust Funds Committee, Town of Newington NH, Investment-related: Yes, 205 Nimble Hill Rd, Newington NH, Oversee activity within the various town trust funds, Position/title: Committee member, Start date of your relationship: March 9, 2022, Approximate number of hours/month you devote to the other business: 1-3 hours per month, Number of hours you devote to the other business during securities trading hours: 0 hours, Briefly describe your duties: Oversee activity within town trust funds; reconcile bank statements; make trust fund payments.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Past

February 17, 2004 - December 31, 2022

CORNERSTONE FINANCIAL PLANNING, LLC

RIA

CRD#: 129656

PORTSMOUTH, NH

Past

May 3, 1999 - March 23, 2004

MACKENSEN & COMPANY, INC.

RIA

CRD#: 107937

HAMPTON, NH

Past

April 20, 1998 - April 13, 1999

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

October 10, 1984 - April 2, 1998

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

June 20, 1984 - September 19, 1984

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORNERSTONE FINANCIAL PLANNING, LLC

CORNERSTONE FINANCIAL PLANNING, LLC | CORNERSTONE FINANCIAL PLNNING, LLC

CRD#: 129656 / SEC#: 801-107703

RIA

Registered Investment Advisory firm - (4/27/2016 Approved)

Maine

Registered Investment Advisory firm - (6/20/2016 Terminated)

New Hampshire

Registered Investment Advisory firm - (6/14/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/2/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/16/1984

General Securities Representative Examination

Current Firm

CORNERSTONE FINANCIAL PLANNING, LLC

CORNERSTONE FINANCIAL PLANNING, LLC | CORNERSTONE FINANCIAL PLNNING, LLC

CRD#: 129656 / SEC#: 801-107703

RIA

Registered Investment Advisory firm - (4/27/2016 Approved)

Maine

Registered Investment Advisory firm - (6/20/2016 Terminated)

New Hampshire

Registered Investment Advisory firm - (6/14/2016 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801

Mailing Address

Phone number

(603) 431-1133

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV DISCLOSURE BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	968
AUM (Assets Under Management)	$ 336,027,979

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jill B. Boynton

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CORNERSTONE FINANCIAL PLANNING, LLC

MACKENSEN & COMPANY, INC.

MORGAN STANLEY DW INC.

UBS FINANCIAL SERVICES INC.

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

CORNERSTONE FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/2/1984

Series 7

Date: 6/16/1984

Current Firm

CORNERSTONE FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors