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Jill Fletcher

Cary Street Partners

Charlottesville, VA

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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-01
MD RA APPROVED 2026-01-01
TX RA APPROVED 2023-12-04
NC RA APPROVED 2023-07-24
VA RA APPROVED 2023-01-27
  • CA RA
    APPROVED
    Since 2026-01-01
  • MD RA
    APPROVED
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2023-12-04
  • NC RA
    APPROVED
    Since 2023-07-24
  • VA RA
    APPROVED
    Since 2023-01-27

Branch Locations

200 Garrett Street Suite L, Charlottesville, VA 22902 • 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
Clearbrook Advisory Services, Llc Belmont NC 07/2012 12/2019
Royal Alliance Associates, Inc. Tysons Corner VA 03/2022 08/2022
Homemaker Pittsburgh PA 01/2020 03/2022
Cary Street Partners Investment Advisory Llc Charlottesville VA 01/2023 Present
Royal Alliance Associates, Inc. Tysons Corner VA 08/2022 12/2022
Signature Estate & Investment Advisors, Llc Tysons Corner VA 03/2022 10/2022
Signature Estate & Investment Advisors, Llc Tysons Corner VA 10/2022 12/2022
Cary Street Partners Llc Richmond VA 12/2024 Present
  • 07/2012 → 12/2019
    Clearbrook Advisory Services, Llc
    Belmont, NC
  • 03/2022 → 08/2022
    Royal Alliance Associates, Inc.
    Tysons Corner, VA
  • 01/2020 → 03/2022
    Homemaker
    Pittsburgh, PA
  • 01/2023 → Present
    Cary Street Partners Investment Advisory Llc
    Charlottesville, VA
  • 08/2022 → 12/2022
    Royal Alliance Associates, Inc.
    Tysons Corner, VA
  • 03/2022 → 10/2022
    Signature Estate & Investment Advisors, Llc
    Tysons Corner, VA
  • 10/2022 → 12/2022
    Signature Estate & Investment Advisors, Llc
    Tysons Corner, VA
  • 12/2024 → Present
    Cary Street Partners Llc
    Richmond, VA
Previous Registrations
  • 2022-10-14 → 2022-12-15
    Tyson's Corner, VA
    Los Angeles, CA
  • 2012-09-11 → 2019-12-17
    Clearbrook Advisory Services, Llc
    Belmont, NC
Other Businesses

Financial Planning Association of Central Virginia. Is Investment Related, Professional development and networking, pro bono Board Member, begin 2025-01-01,4 hours per month,0 hours per month during trading hours, No Compensation ,"Attend quarterly board meetings, quarterly member meetings and various FPA program events throughout the year. Serve as Pro Bono Committee chair. Plan and attend pro bono volunteer opportunities." Address of FPA of Central Virginia: 6200 West Club Lane, Richmond, VA, 23226

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-14
S65 Uniform Investment Adviser Law Examination 2012-09-10
  • S66 Uniform Combined State Law Examination
    2022-10-14
  • S65 Uniform Investment Adviser Law Examination
    2012-09-10
Designations
Other Names
  • Jill Ashley Crisp
  • Jill Ashley Crisp
  • Jill Crisp Fletcher

View on SEC IAPD

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