Jill Isaacson Gianola
CFP®Professional Summary
Jill Isaacson Gianola, CFP® is a registered financial advisor currently at GIANOLA FINANCIAL PLANNING, LLC located in Springfield, Ohio. Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jill has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Investment Management
- Retirement Planning
- Financial Planning
- Education Funding
- Risk Management & Insurance
Specializations
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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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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Credentials
Years of Experience
21 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
GIANOLA FINANCIAL PLANNING | JILL ISAACSON GIANOLA D/B/A GIANOLA FINANCIAL PLANNING | GIANOLA FINANCIAL PLANNING, LLC
Contact Information
Main Address
6797 N. High Street Suite 324, Worthington, OH 43085Phone Number
(614) 340-0770# of Employees
6Documents
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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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State Registrations and Notice Filings
(1/14/2021)
(2/7/2005)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Jill Isaacson Gianola's CRS (Customer Relationship Summary).
Services Offered by Jill
- Tax Planning
- Investment Management
- Retirement Planning
- Financial Planning
- Education Funding
- Risk Management & Insurance
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