Jillian M. Gisoni

KAPUSTA FINANCIAL GROUP

Pittsburgh, PA 15241

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CRD#: 7117517

Professional summary

Jillian M Gisoni is a registered financial advisor currently at KAPUSTA FINANCIAL GROUP located in Pittsburgh, Pennsylvania.

Jillian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jillian has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 M Gisoni'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®

None

Experience

Current

June 4, 2025 - Present

KAPUSTA FINANCIAL GROUP

Office #1: 110 Fort Couch Road Suite 108, Pittsburgh, PA 15241

RIA

CRD#: 123349

Pittsburgh, PA

Past

December 16, 2023 - May 6, 2025

SANTORI & PETERS

RIA

CRD#: 105978

CANONSBURG, PA

Past

October 27, 2021 - August 25, 2023

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

PITTSBURGH, PA

Past

August 22, 2020 - October 4, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

PITTSBURGH, PA

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".

KAPUSTA FINANCIAL GROUP

KAPUSTA FINANCIAL GROUP | KAPUSTA FINANCIAL GROUP, INC.

CRD#: 123349 / SEC#: 801-113806

RIA

Registered Investment Advisory firm - (8/9/2018 Approved)

Florida

Registered Investment Advisory firm - (8/22/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/22/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(6/4/2025)

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 65

Date: 12/16/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/22/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/22/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/11/2020

Securities Industry Essentials Examination

Current Firm

KAPUSTA FINANCIAL GROUP

KAPUSTA FINANCIAL GROUP | KAPUSTA FINANCIAL GROUP, INC.

CRD#: 123349 / SEC#: 801-113806

RIA

Registered Investment Advisory firm - (8/9/2018 Approved)

Florida

Registered Investment Advisory firm - (8/22/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/22/2018 Terminated)

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Contact information

Main Address

110 Fort Couch Road Suite 108, Pittsburgh, PA 15241

Mailing Address

Phone number

(412) 851-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/6/2025)

Regulatory assets under management

Total Number of Accounts	989
AUM (Assets Under Management)	$ 168,612,610

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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Advisor Monitoring

Firm Stability Insights

Jillian M. Gisoni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jillian M Gisoni's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANTORI & PETERS

FORTUNE FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

KAPUSTA FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2023

Series 63

Date: 9/22/2020

Series 7TO

Date: 8/22/2020

SIE

Date: 7/11/2020

Current Firm

KAPUSTA FINANCIAL GROUP

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KAPUSTA FINANCIAL GROUP

TRUST BUT VERIFY

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