Jill Ann Bassett

Employer firm

Leigh Baldwin & Co., LLC CRD 38751

$291M regulatory AUM 687 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Leigh Baldwin & Co., Llc
  Cazenovia, NY
• 06/2016 → Present
  Prestige Investing Llc
  Liverpool, NY

Other Businesses

2016: Long Term Care, Disability, Fixed Annuities and Life Insurance offered through various insurance companies. Medicare plans including Medicare supplements, advantage and Part D plans; non investment related; 100% owner/ self employed; 40 hours per week during market hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-10

Other Names

• Jill Ann Harzewski