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Inactive

Jill Marjorie Schum

Third Eye Associates, Ltd

Red Hook, NY

CRD 4211786

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Employer firm

Third Eye Associates, Ltd CRD 149627

235 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Third Eye Associates, Ltd

Red Hook, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-06-23
NY RA APPROVED 2026-05-17
  • NJ RA
    APPROVED
    Since 2026-06-23
  • NY RA
    APPROVED
    Since 2026-05-17

Branch Locations

Red Hook, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
My Little Adventures Mt Laurel NJ 05/2016 11/2017
We Consulting Group Cherry Hill NJ 01/2018 09/2019
Perfectress Us Cherry Hill NJ 10/2019 06/2022
Third Eye Associates, Ltd Red Hook NY 07/2022 03/2026
Third Eye Associates, Ltd Red Hook NY 04/2026 Present
  • 05/2016 → 11/2017
    My Little Adventures
    Mt Laurel, NJ
  • 01/2018 → 09/2019
    We Consulting Group
    Cherry Hill, NJ
  • 10/2019 → 06/2022
    Perfectress Us
    Cherry Hill, NJ
  • 07/2022 → 03/2026
    Third Eye Associates, Ltd
    Red Hook, NY
  • 04/2026 → Present
    Third Eye Associates, Ltd
    Red Hook, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-27
  • S65 Uniform Investment Adviser Law Examination
    2026-03-27
Other Names
  • Jill M Mccarty

View on SEC IAPD

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