JF

Jill M. Friedow

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CRD#: 5745793
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jill Manternach Friedow, who also goes by Jill Manternack Friedow, was a registered financial professional .

Jill is a previously registered financial professional and started their career in finance in 2010. Jill had worked at 2 firms .

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jill Manternack Friedow

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.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 26, 2011 - October 5, 2023

MADISON INVESTMENT ADVISORS, LLC

RIA
CRD#: 110297
MADISON, WI
Past

January 19, 2010 - December 31, 2011

MADISON INVESTMENT HOLDINGS, INC

RIA
CRD#: 110356
MADISON, WI

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".
MI
MADISON INVESTMENT ADVISORS, LLC
MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS

CRD#: 110297 / SEC#: 801-52751

RIA
Registered Investment Advisory firm - (8/29/1996 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


MI
MADISON INVESTMENT ADVISORS, LLC
MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS

CRD#: 110297 / SEC#: 801-52751

RIA
Registered Investment Advisory firm - (8/29/1996 Approved)
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Contact information


Main Address
550 Science Drive, Madison, WI 53711
Mailing Address
Phone number
(608) 274-0300
Established
Firm type
Fiscal year end
# of Employees
92

SEC notice filing (53 States and Territories)


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Regulatory assets under management


Total Number of Accounts16,164
AUM (Assets Under Management)$ 13,839,469,496

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.

Company Information


MADISON INVESTMENT ADVISORS, LLC

CRD#: 110297

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