Jill Jordan Wall
Professional Summary
Jill Jordan Wall, who also goes by Jill Kathleen Jordan, Jill Jordan, is a registered financial advisor currently at ISTO ADVISORS, LLC located in Troy, Michigan. Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jill has worked at 2 firms and has passed the Series 63, Series 65, Series 6 and Series 2 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jill Kathleen Jordan, Jill Jordan
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
35 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BRIDGE TOWER, LLC | ISTO ADVISORS, LLC
Contact Information
Main Address
2150 Butterfield Drive Suite 220, Troy, MI 48084Phone Number
(248) 458-1100# of Employees
27SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,533AUM (Assets Under Management)
$1,064,509,671Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2026 | Cover Page | Report |
| 04/29/2026 | Cover Page | Report |
| 10/28/2024 | Cover Page | Report |
| 04/28/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BRIDGE TOWER, LLC | ISTO ADVISORS, LLC
State Registrations and Notice Filings
(6/21/2023)
(6/21/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1995About the Series 6 examSeries 2 — Non-Member General Securities Examination
Passed May 1991Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jill Jordan Wall's CRS (Customer Relationship Summary).
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