Jill R. Carr
Professional summary
Jill Raeanne Carr, CFP®, who also goes by Jill Raeanne Vanwormer, is a registered financial advisor currently at STEPHENS CONSULTING, LLC located in Flint, Michigan.
Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jill has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jill Raeanne Carr's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
October 1, 2021 - Present
STEPHENS CONSULTING, LLC
Office #1: 5206 Gateway Centre Suite 300, Flint, MI 48507January 18, 2017 - October 19, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
September 8, 2016 - October 19, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.
June 4, 2003 - October 21, 2004
RAYMOND JAMES FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
STEPHENS CONSULTING, LLC
CRD#: 308970 / SEC#: 801-122003
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/1/2021)
(10/1/2021)
Exams
Series 7TO
Date: 12/20/2022
General Securities Representative ExaminationCurrent Firm
STEPHENS CONSULTING, LLC
CRD#: 308970 / SEC#: 801-122003
Contact information
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,910 |
| AUM (Assets Under Management) | $ 1,071,590,093 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
STEPHENS CONSULTING, LLC
CRD#: 308970Flint, MI 48507TRUST BUT VERIFY
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