Jill E. Isbell
JOURNEY STRATEGIC WEALTH LLC
Colorado Springs, CO 80919
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CRD#: 5351557
Professional summary
Jill Elaine Isbell, CFP®, who also goes by Jill Elaine Hale, is a registered financial advisor currently at JOURNEY STRATEGIC WEALTH LLC located in Colorado Springs, Colorado.
Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jill has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 9 exams.
Biography
Jill Isbell has made it her life’s passion to provide guidance and education to all her clients that they may take control of their finances and live the life they deserve both today and tomorrow. She believes every person should have access to a financial professional they can trust; working first to solve short term needs then focuses on preserving and preparing for long term goals. Jill graduated from the University of Colorado at Colorado Springs with an Accounting degree and enjoyed working in the Accounting profession for several years. In 2007 she changed her career path to wealth management and her passion was official when she received her CFP in 2015. Jill prides herself on being a student of her craft and is always on a path to increase her knowledge and expertise to better serve her clients.
Jill moved to Colorado in 1996 from California and has had the opportunity to take advantage of what the beautiful state of Colorado has to offer. She has come to learn that the world is best seen from the perspective given at the top of a mountain. She has twin boys whom she has lived her life for and has loved more than life itself. Current hobbies outside of the office involve time spent in either the garden or the mountains, and most precious moments are those shared with her children and good friends. She has spent much of her available time involved in the community that she is proud to call home. In recent years she has served as President of both Lions Club and the local Chamber of Commerce. The most rewarding part of her career are the relationships she makes with her clients and she considers it a privilege to be of service to them in the most important and sometimes difficult times of their lives.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Education Planning
Small Business Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
Divorce Planning
Fixed Fee (Subscription, Retai...
Generation X
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Jill Elaine Hale
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.
Creative Financial Services, Inc.; Investment-Related; 1216 West Colorado Ave, Suite 200, Colorado Springs, CO 80904; Investment Adviser; Investment Adviser Representative; May 2019; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
CRS (Client Relationship Summary) - RIA
Click below to view Jill Elaine Isbell's 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®
CFP®
Start date: 2015
Experience
Current
September 20, 2024 - Present
JOURNEY STRATEGIC WEALTH LLC
Office #1: 5825 Delmonico Drive Suite 320, Colorado Springs, CO 80919RIA
CRD#: 310648
Colorado Springs, CO
Past
June 24, 2021 - August 5, 2022
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
COLORADO SPRINGS, CO
Past
May 31, 2019 - September 25, 2024
CREATIVE FINANCIAL SERVICES, INC
RIA
CRD#: 119801
COLORADO SPRINGS, CO
Past
October 6, 2015 - April 12, 2019
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Lone Tree, CO
Past
October 6, 2015 - April 12, 2019
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Lone Tree, CO
Past
March 15, 2011 - October 2, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
WOODLAND PARK, CO
Past
March 15, 2011 - October 2, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
WOODLAND PARK, CO
Past
September 9, 2009 - March 2, 2011
EDWARD JONES
RIA
CRD#: 250
COLORADO SPRINGS, CO
Past
September 8, 2009 - March 2, 2011
EDWARD JONES
BD
CRD#: 250
COLORADO SPRINGS, CO
Past
January 3, 2008 - December 31, 2008
T. ROWE PRICE ADVISORY SERVICES, INC.
RIA
CRD#: 108958
COLORADO SPRINGS, CO
Past
September 10, 2007 - August 28, 2009
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
COLORADO SPRINGS, CO
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".
JS
JOURNEY STRATEGIC WEALTH LLC
JOURNEY STRATEGIC WEALTH LLC | MDL WEALTH MANAGEMENT
CRD#: 310648 / SEC#: 801-119925
RIA
Registered Investment Advisory firm - (12/7/2020 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
California(9/23/2024)
IAR
Colorado(9/20/2024)
IAR
Florida(12/2/2024)
IAR
Nebraska(6/30/2025)
IAR
Ohio(9/20/2024)
IAR
Texas(9/20/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
JS
JOURNEY STRATEGIC WEALTH LLC
JOURNEY STRATEGIC WEALTH LLC | MDL WEALTH MANAGEMENT
CRD#: 310648 / SEC#: 801-119925
RIA
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Contact information
Main Address
47 Maple Street Suite 104, Summit, NJ 07901
Mailing Address
Phone number
(201) 905-0070
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,304 |
| AUM (Assets Under Management) | $ 3,764,311,936 |
Red Flags
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Company Information
JOURNEY STRATEGIC WEALTH LLC
CRD#: 310648Colorado Springs, CO 80919TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
