Jill T. Jokelson

MILL CREEK CAPITAL ADVISORS

Conshohocken, PA 19428

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CRD#: 4033910

Professional summary

Jill Tilzer Jokelson, who also goes by Jill Renee Tilzer, is a registered financial advisor currently at MILL CREEK CAPITAL ADVISORS, LLC located in Conshohocken, Pennsylvania.

Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jill has worked at 3 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jill Renee Tilzer

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.

Member of the Investment Committee, Finance Committee, and Board of Directors at Temple Beth Zion Beth Israel, a nonprofit religious institution. Organization's primary address is 300 South 18th Street, Philadelphia, PA 19103. Organization is not primarily engaged in investment-related activities. Start date is July 1, 2015. Ten hours per month. Duties include overseeing the budget and investments.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Tilzer Jokelson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

January 26, 2018 - Present

MILL CREEK CAPITAL ADVISORS, LLC

Office #1: 161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428

RIA

CRD#: 141470

Conshohocken, PA

Past

May 16, 2014 - March 24, 2017

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

September 1, 2000 - September 26, 2001

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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".

MILL CREEK CAPITAL ADVISORS, LLC

CRD#: 141470 / SEC#: 801-67173

RIA

Registered Investment Advisory firm - (9/19/2006 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/26/2018)

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

IAR

Series 66

Date: 5/2/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/24/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 5/30/2014

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/16/2014

General Securities Representative Examination

Current Firm

MILL CREEK CAPITAL ADVISORS, LLC

CRD#: 141470 / SEC#: 801-67173

RIA

Registered Investment Advisory firm - (9/19/2006 Approved)

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Contact information

Main Address

161 Washington Street Suite 1500, Conshohocken, PA 19428

Mailing Address

Phone number

(610) 941-7700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MILL CREEK CAPITAL ADVISORS, LLC (4/1/2025)

Regulatory assets under management

Total Number of Accounts	2,260
AUM (Assets Under Management)	$ 9,169,595,643

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/30/2025	Cover Page	Report

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.

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Jill T. Jokelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Tilzer Jokelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDMAN SACHS & CO. LLC

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

MILL CREEK CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/2/2014

SIE

Date: 3/24/2017

Series 3

Date: 5/30/2014

Series 7

Date: 5/16/2014

Current Firm

MILL CREEK CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MILL CREEK CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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