Jillian J. Murrish
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 Jaccard Murrish, who also goes by Jillian Lea Jaccard, was a registered financial professional .
Jillian is a previously registered financial professional and started their career in finance in 2013. Jillian had worked at 3 firms and has passed the Series 65, Series 63, Series 3, SIE, Series 7 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 15, 2021 - April 30, 2022
PIER ASSET MANAGEMENT LLC
September 20, 2017 - November 18, 2019
PIER ASSET MANAGEMENT LLC
July 14, 2014 - July 13, 2015
WEALTHFORGE SECURITIES, LLC
August 19, 2013 - July 15, 2014
HOULIHAN LOKEY CAPITAL, INC.
State Registrations and Notice Filings
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Exams
Current Firm
PIER ASSET MANAGEMENT LLC
CRD#: 288446 / SEC#: 802-126029
Contact information
Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Active | 6/5/2022 |
| California | ERA - Active | 6/5/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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