Jennifer A. Lilly

BERNTSON PORTER WEALTH MANAGEMENT

Bellevue, WA 98004

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CRD#: 5547129

Professional summary

Jennifer Ann Lilly, who also goes by Jennifer A Lilly, Lillyjennifer Ann Lilly, Jennifer Ann Raybon, is a registered financial advisor currently at BERNTSON PORTER WEALTH MANAGEMENT, LLC located in Bellevue, Washington.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jennifer has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer A Lilly | Lillyjennifer Ann Lilly | Jennifer Ann Raybon

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ann Lilly'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®

None

Experience

Current

September 22, 2008 - Present

BERNTSON PORTER WEALTH MANAGEMENT, LLC

Office #1: 11100 Ne 8th St Suite 400, Bellevue, WA 98004

RIA

CRD#: 116276

Bellevue, WA

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

Washington
(9/22/2008)

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: 9/19/2008

Uniform Investment Adviser Law Examination

Current Firm

BERNTSON PORTER WEALTH MANAGEMENT, LLC

BERNTSON PORTER WEALTH MANAGEMENT, LLC | BERTSON PORTER WEALTH MANAGEMENT, LLC

CRD#: 116276 / SEC#:

Arizona

Registered Investment Advisory firm - (9/13/2018 Approved)

California

Registered Investment Advisory firm - (6/7/2007 Approved)

Hawaii

Registered Investment Advisory firm - (9/6/2023 Approved)

Idaho

Registered Investment Advisory firm - (10/24/2025 Approved)

Iowa

Registered Investment Advisory firm - (10/31/2018 Approved)

Massachusetts

Registered Investment Advisory firm - (3/5/2013 Approved)

Montana

Registered Investment Advisory firm - (2/5/2020 Approved)

Nevada

Registered Investment Advisory firm - (6/30/2025 Approved)

Oregon

Registered Investment Advisory firm - (5/13/2025 Approved)

Washington

Registered Investment Advisory firm - (10/2/2001 Approved)

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Contact information

Main Address

11100 Ne 8th St Suite 400, Bellevue, WA 98004

Mailing Address

Phone number

(425) 454-7990

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jennifer A. Lilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ann Lilly's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERNTSON PORTER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/19/2008

Current Firm

BERNTSON PORTER WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

BERNTSON PORTER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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