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Jill Denise Chandler

The Sum

The Woodlands, TX

CRD 8236198

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Employer firm

The Sum CRD 297658

$551M regulatory AUM 34 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
The Sum

4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-09
  • TX RA
    APPROVED
    Since 2026-06-09

Branch Locations

4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • 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
The Sum The Woodlands TX 10/2025 Present
Nsf Houston TX 05/2016 09/2022
Ima Houston TX 09/2022 09/2025
  • 10/2025 → Present
    The Sum
    The Woodlands, TX
  • 05/2016 → 09/2022
    Nsf
    Houston, TX
  • 09/2022 → 09/2025
    Ima
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-09
  • S65 Uniform Investment Adviser Law Examination
    2026-06-09
Other Names
  • Jill Chandler

View on SEC IAPD

Nearby Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.

Nearby Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS

Nearby Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX

More in The Woodlands, TX

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