Jillian Catherine Feehan

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2014 → 02/2026
  Commonwealth Financial Network
  Waltham, MA
• 02/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Woburn, MA
• 02/2026 → Present
  Raymond James Financial Services, Inc.
  Woburn, MA
• 01/2014 → Present
  Touchpoint Financial Advisor Group
  Woburn, MA

Previous Registrations

• 2024-01-09 → 2026-02-02
  Commonwealth Financial Network
  Woburn, MA
  Lynnfield, MA

Other Businesses

(1)Name of Business: Address: 400 Unicorn Park Dr Fl 1, Woburn, MA, 01801-3365, United States Activity Type: Non-variable Insurance Position/Title: Broker, Associate/Employee Investment Related: Yes Start Date: 02/02/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 11-20 Description of duties: TBD

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-04
• S63 Uniform Securities Agent State Law Examination
  2023-11-09

Other Names

• Jillian Rotz
• Jillian Catherine Rotz