Jillian Beninson Ward

Employer firm

Ima Advisory Services, Inc. CRD 112091

$3.90B regulatory AUM 192 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

• 11/2018 → 02/2024
  Acg Advisory Services Inc
  Midlothian, VA
• 12/2017 → 11/2018
  Virginia Credit Union
  Richmond, VA
• 08/2015 → 11/2017
  Village Bank
  Midlothian, VA
• 02/2024 → 04/2026
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 04/2026 → Present
  Ima Advisory Services, Inc.
  Denver, CO

Previous Registrations

• 2024-03-01 → 2026-05-01
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Powhatan, VA
  Powhatan, VA
• 2021-12-20 → 2024-02-09
  Wealthspire Advisors
  Midlothian, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-20

Other Names

• Jillian Ilene Beninson