Jill D. Rance
Professional summary
Jill Debra Rance, who also goes by Jill Debra Goldstein, Jill Rance, is a registered financial advisor currently at DAKOTA WEALTH, LLC located in Palm Beach Gardens, Florida.
Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Jill has worked at 19 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jill Debra Rance's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 17, 2018 - Present
DAKOTA WEALTH, LLC
Office #1: 11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752June 14, 2018 - March 25, 2019
DAKOTA WEALTH, LLC
January 2, 2015 - May 23, 2018
SVB WEALTH
February 28, 2011 - November 26, 2014
BANYAN PARTNERS, LLC
February 9, 2007 - March 1, 2011
WEISS CAPITAL MANAGEMENT, INC.
October 16, 2006 - January 19, 2011
WEISS CAPITAL SECURITIES, INC.
July 21, 2005 - August 28, 2006
WEISS CAPITAL SECURITIES, INC.
July 1, 2003 - April 5, 2004
WELLS FARGO CLEARING SERVICES, LLC
March 24, 2003 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
June 6, 2002 - March 6, 2003
A. G. EDWARDS & SONS, INC.
March 25, 2002 - June 5, 2002
LEGEND EQUITIES CORPORATION
February 16, 2001 - January 11, 2002
WELLS FARGO CLEARING SERVICES, LLC
April 12, 1999 - February 16, 2001
J. B. HANAUER & CO.
January 13, 1999 - April 15, 1999
ROBERT W. BAIRD & CO. INCORPORATED
April 1, 1998 - January 28, 1999
BANC OF AMERICA INVESTMENT SERVICES, INC.
August 1, 1997 - April 1, 1998
BARNETT INVESTMENTS, INC.
May 30, 1997 - July 25, 1997
FIRST UNION BROKERAGE SERVICES, INC.
January 28, 1995 - June 3, 1997
UBS FINANCIAL SERVICES INC.
July 13, 1994 - January 28, 1995
KIDDER, PEABODY & CO. INCORPORATED
February 5, 1993 - July 13, 1994
J. B. HANAUER & CO.
February 17, 1989 - February 7, 1990
GRUNTAL & CO., L.L.C.
December 20, 1988 - February 13, 1989
SCHONFELD SECURITIES, LLC
Primary Firm SEC Registration
DAKOTA WEALTH, LLC
CRD#: 297987 / SEC#: 801-114097
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/17/2018)
Exams
Current Firm
DAKOTA WEALTH, LLC
CRD#: 297987 / SEC#: 801-114097
Contact information
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,786 |
| AUM (Assets Under Management) | $ 6,335,261,507 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/10/2025 | ||
| 09/13/2024 | ||
| 11/21/2023 | ||
| 01/18/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
