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JB

Jayne A. Bills

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CRD#: 6887129
JB

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.

Jayne Ann Bills, who also goes by Jayne Sendrowitz, was a registered financial professional .

Jayne is a previously registered financial professional and started their career in finance in 2017. Jayne had worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jayne Sendrowitz

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)


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

August 20, 2020 - September 8, 2025

ONE DAY IN JULY LLC

RIA
CRD#: 284335
Burlington, VT
Past

December 21, 2017 - August 17, 2020

BERKSHIRE MONEY MANAGEMENT, INC.

RIA
CRD#: 124873
DALTON, MA

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".
OD
ONE DAY IN JULY LLC
ONE DAY IN JULY LLC | SHELBURNE FIDUCIARY PARTNERS, LLC

CRD#: 284335 / SEC#: 801-113839

RIA
Registered Investment Advisory firm - (8/15/2018 Approved)
Massachusetts
Registered Investment Advisory firm - (9/7/2018 Terminated)
New Hampshire
Registered Investment Advisory firm - (10/5/2018 Terminated)
Texas
Registered Investment Advisory firm - (9/7/2018 Terminated)
Vermont
Registered Investment Advisory firm - (9/11/2018 Terminated)

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


State Security Law Exam
IAR
Series 65
Date: 12/21/2017
Uniform Investment Adviser Law Examination

Current Firm


OD
ONE DAY IN JULY LLC
ONE DAY IN JULY LLC | SHELBURNE FIDUCIARY PARTNERS, LLC

CRD#: 284335 / SEC#: 801-113839

RIA
Registered Investment Advisory firm - (8/15/2018 Approved)
Massachusetts
Registered Investment Advisory firm - (9/7/2018 Terminated)
New Hampshire
Registered Investment Advisory firm - (10/5/2018 Terminated)
Texas
Registered Investment Advisory firm - (9/7/2018 Terminated)
Vermont
Registered Investment Advisory firm - (9/11/2018 Terminated)
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Contact information


Main Address
77 College St. #3a, Burlington, VT 05401
Mailing Address
Phone number
(802) 503-8280
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (14 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - ONE DAY IN JULY LLC (FIRM BROCHURE) (9/4/2025)

Regulatory assets under management


Total Number of Accounts3,737
AUM (Assets Under Management)$ 1,089,449,663

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


ONE DAY IN JULY LLC

CRD#: 284335

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