Jill L. Gibb

TARGETED FINANCIAL SERVICES

SEMINOLE, FL 33772

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CRD#: 4784885

Professional summary

Jill Linda Gibb, who also goes by Jill L. Giangeruso, Jill L. Gibb, is a registered financial advisor currently at TARGETED FINANCIAL SERVICES, LLC located in Seminole, Florida.

Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jill has worked at 3 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jill L. Giangeruso | Jill L. Gibb

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.

1)Targeted Financial Services,LLC;investment related;960 Holmdel Road,Holmdel,NJ;financial planning;office manager;8/5/2013;160 hrs/month;6.5 hrs during trading;client services,general office duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Linda Gibb'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

September 12, 2014 - Present

TARGETED FINANCIAL SERVICES, LLC

Office #1: 5666 Seminole Blvd Suite 146, Seminole, FL 33772

RIA

CRD#: 129049

SEMINOLE, FL

Past

August 23, 2024 - December 20, 2024

OSAIC WEALTH, INC.

CRD#: 23131

Neptune City, NJ

Past

November 15, 2016 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Neptune City, NJ

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".

TARGETED FINANCIAL SERVICES, LLC

CRD#: 129049 / SEC#: 801-62542

RIA

Registered Investment Advisory firm - (12/19/2003 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

New Jersey
(9/12/2014)

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 65

Date: 8/12/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/15/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TARGETED FINANCIAL SERVICES, LLC

CRD#: 129049 / SEC#: 801-62542

RIA

Registered Investment Advisory firm - (12/19/2003 Approved)

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Contact information

Main Address

5666 Seminole Blvd Suite 146, Seminole, FL 33772

Mailing Address

3301 Route 66 Building A 2nd Flr, Neptune, NJ, 07753

Phone number

(732) 750-9880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TARGETED FINANCIAL SERVICES, LLC DISCLOSURE BROCHURE (3/23/2025)

Regulatory assets under management

Total Number of Accounts	818
AUM (Assets Under Management)	$ 298,462,813

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 L. Gibb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jill Linda Gibb's CRS (Customer Relationship Summary).

Certified licenses

Experience

TARGETED FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

Primary Firm SEC Registration

TARGETED FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/2014

SIE

Date: 10/1/2018

Series 6

Date: 11/15/2016

Current Firm

TARGETED FINANCIAL SERVICES, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TARGETED FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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