Jill M. Ross
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 Marie Ross, who also goes by Jill Marie Humelsine, Jill Ross, was a registered financial professional .
Jill is a previously registered financial professional and started their career in finance in 2017. Jill had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 26, 2021 - March 10, 2025
NORTHSTAR FINANCIAL PLANNING, LLC
April 5, 2018 - October 1, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
November 22, 2017 - October 1, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
NORTHSTAR FINANCIAL PLANNING, LLC
CRD#: 117205 / SEC#: 801-113219
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
NORTHSTAR FINANCIAL PLANNING, LLC
CRD#: 117205 / SEC#: 801-113219
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 798 |
| AUM (Assets Under Management) | $ 244,700,000 |
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.
