JD
Jill K. Dreibelbis
BANKERS LIFE ADVISORY SERVICES
King Of Prussia, PA 19406
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CRD#: 7628728
JD
Professional summary
Jill Kaye Dreibelbis is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in King Of Prussia, Pennsylvania and BANKERS LIFE SECURITIES, INC. located in King Of Prussia, Pennsylvania.
Jill is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Jill has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO 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.
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: I provide insurance products to folks INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 11/12/2012 ADDRESS: 1150 First Avenue, Suite 1020, King of Prussia PA 19406, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. SANDRA HEMMIG-NUGENT POSITION: Executor of Will NATURE: Sandra Hemmig-Nugent has named me as the Executor of her Will. She did this prior to my becoming a Financial Representative and Investment Advisor Representative. We have been friends for over 15 years. I have met some of her family members and understand Sandra's concerns that there could be ill feelings if one of the family member's is the Executor. When Sandra passes, I will work with her Estate Lawyer to ensure that the probate process runs as smoothly as possible and all of the assets are distributed according to the will. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 31 Lacy Avenue, Hamilton NJ 08610, United States DESCRIPTION: Sandra expects the Executor of her will to ensure that her assets are distributed to her beneficiaries as stated in the Will. This is to be done in a way so that the beneficiaries understand that the asset distribution will be done according to Sandra's wishes. PERKIOMEN VALLEY SCHOOL DISTRICT POSITION: Tutor NATURE: I arrange tutoring sessions for the high school students through the parents. I usually accept one tutoring assignment per year which includes 4 to 5 sessions. These sessions take place during weekend hours when I am not conducting any BLC or BLS business. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2012 ADDRESS: 3 Iron Bridge Drive, Collegeville PA 19426, United States DESCRIPTION: The Perkiomen School District gives my name to parents who are looking for a tutor for their high school child. The parent contacts me, we arrange times for tutoring. I am paid by the parents. The number of students I tutor each year is according to my choice. LAFAYETTE GREEN HOME OWNER'S ASSOCIATION POSITION: Board Member NATURE: The nature of the business of a board member of the home owner's association for Lafayette Greene is to determine the budget needed for the development. In doing so, this determines what the association fee will be. Determining the budget includes determining how much it will cost for maintenance of the property and buildings, the income received from various sources, if any rules need to be changed, etc. As a board member, I also will be involved in deciding what contractors are called to do different jobs for the development. I also will be involved in arranging group gatherings for the condominium owners. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2023 ADDRESS: 250 Ridge Pike, Lafayette Hill PA 19444, United States DESCRIPTION: Our responsibilities are to attend monthly board meetings by Zoom. During these meetings, issues concerning the condominium complex are discussed. These issues include topics such as the budget, safety, upkeep, etc.
CRS (Client Relationship Summary) - RIA
Click below to view Jill Kaye Dreibelbis's 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®
NoneExperience
Current
July 21, 2023 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 1150 1st Ave Ste 1020, King Of Prussia, PA 19406RIA
CRD#: 281285
King Of Prussia, PA
Current
October 28, 2022 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1150 1st Avenue, Ste 1020, King Of Prussia, PA 19406BD
CRD#: 173962
King Of Prussia, 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".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
New Jersey(9/1/2023)
RR
Pennsylvania(2/18/2023)
IAR
Pennsylvania(7/21/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 10/28/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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