Michael N. Jillson
Professional summary
Michael Nolan Jillson, CFP®, who also goes by Michael N Jillson, is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Boise, Idaho.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Nolan Jillson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
October 20, 2024 - Present
MODERN WEALTH MANAGEMENT, LLC
Office #1: 1405 W Main Street, Boise, ID 83702June 15, 2021 - November 12, 2024
PETSO FINANCIAL CONSULTANTS LLC
January 7, 2021 - May 3, 2021
CETERA WEALTH SERVICES, LLC
December 6, 2018 - May 3, 2021
CETERA WEALTH SERVICES, LLC
August 17, 2015 - May 15, 2018
EMPOWER FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624 / SEC#: 801-127231
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/20/2024)
(10/20/2024)
Exams
Series 7TO
Date: 3/6/2024
General Securities Representative ExaminationSeries 6TO
Date: 3/6/2024
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624 / SEC#: 801-127231
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 18,823 |
| AUM (Assets Under Management) | $ 6,148,915,787 |
Red Flags
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