Jill Williams

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2005 → 05/2018
  Metlife Securities, Inc
  New York, NY
• 11/2005 → 05/2018
  Metropolitan Life Insurance Company
  New York, NY
• 03/2017 → 05/2018
  Mml Investors Services, Llc
  Montclair, NJ
• 05/2018 → 03/2020
  Ameriprise Financial Services Inc
  Monclair, NJ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Montclair, NJ

Previous Registrations

• 2017-03-25 → 2018-06-20
  Mml Investors Services, Llc
  Montclair, NJ
• 2005-12-15 → 2017-03-25
  Msi Financial Services, Inc.
  Freehold, NJ
  Montclair, NJ
  Shelton, CT
  Elmwood Park, NJ
  New York, NY
• 2004-02-20 → 2005-12-06
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Real Estate Ownership; Other; 3340 W Cody Ln, Teton Village, WY 83025, , ** not provided **, N/A, 00000; Not Investment-Related; 07/21/2018 / Other; Tulsa, OK, 74119; Not Investment-Related; 02/19/2024 / Other; 4116 W 118th St, , Westminster, CO, 80031; Not Investment-Related; 02/23/2024. Board of Directors; Williams; Jill; Pro Bono Comittee member; Virtual, , Morristown, NJ, 7960; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jill Patton