Jillian B. Ozkara
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.
Jillian Belkiz Ozkara, CFP®, who also goes by Jillian B Ozkara, Jillian Belkiz Ozkara, Jillian Ozkara, was a registered financial professional .
Jillian is a previously registered financial professional and started their career in finance in 2013. Jillian had worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 6, 2023 - August 23, 2023
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
April 1, 2020 - June 27, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
April 1, 2020 - June 27, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
June 26, 2018 - September 10, 2019
CITIGROUP GLOBAL MARKETS INC.
June 20, 2018 - September 10, 2019
CITIGROUP GLOBAL MARKETS INC.
August 4, 2017 - February 13, 2018
PLANMEMBER SECURITIES CORPORATION
August 2, 2017 - February 13, 2018
PLANMEMBER SECURITIES CORPORATION
December 16, 2015 - April 7, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
December 16, 2015 - April 7, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
April 24, 2014 - September 8, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
April 2, 2014 - September 8, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
July 18, 2013 - August 7, 2013
MML INVESTORS SERVICES, LLC
Primary Firm SEC Registration
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
CRD#: 287966 / SEC#: 801-110764
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
CRD#: 287966 / SEC#: 801-110764
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,114 |
| AUM (Assets Under Management) | $ 721,666,983 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | ||
| 08/28/2024 | ||
| 09/25/2023 |
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.
