Jillian J. Toomey

RANGE ADVISORY

MCLEAN, VA 22102

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CRD#: 6214664

Professional summary

Jillian Jean Toomey, CFP®, who also goes by Jillian J Toomey, is a registered financial advisor currently at RANGE ADVISORY, LLC located in Mclean, Virginia.

Jillian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jillian has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Jillian J Toomey

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 Jillian Jean Toomey'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

August 21, 2026 - Present

RANGE ADVISORY, LLC

Office #1: 8270 Greensboro Drive Suite 910, Mclean, VA 22102

RIA

CRD#: 321969

MCLEAN, VA

Past

August 29, 2016 - May 11, 2026

MORGAN STANLEY

RIA

CRD#: 149777

WASHINGTON, DC

Past

August 3, 2016 - May 11, 2026

MORGAN STANLEY

CRD#: 149777

WASHINGTON, DC

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".

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 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
(8/21/2026)

IAR

Pennsylvania
(8/21/2026)

IAR

Texas
(8/21/2026)

IAR

Virginia
(8/21/2026)

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 66

Date: 8/26/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/3/2016

General Securities Representative Examination

Current Firm

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 Approved)

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Contact information

Main Address

8270 Greensboro Drive Suite 910, Mclean, VA 22102

Mailing Address

440 Monticello Ave Ste 1802 Pmb 32321, Norfolk, VA 23510-2670

Phone number

(703) 261-4126

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RANGE ADVISORY ADV BROCHURE MARCH 2026 (3/20/2026)

Regulatory assets under management

Total Number of Accounts	3,788
AUM (Assets Under Management)	$ 653,945,567

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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Jillian J. Toomey

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jillian Jean Toomey's CRS (Customer Relationship Summary).

Certified licenses

Experience

RANGE ADVISORY, LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

RANGE ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/3/2016

Current Firm

RANGE ADVISORY, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RANGE ADVISORY, LLC

TRUST BUT VERIFY

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