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Jill Doryce Hollander

Apella Wealth

West Hartford, CT

Larkspur, CA

CRD 2379715

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Employer firm

Apella Wealth CRD 171106

$11.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-24
CT RA APPROVED 2026-04-23
  • CA RA
    APPROVED
    Since 2026-04-24
  • CT RA
    APPROVED
    Since 2026-04-23

Branch Locations

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

1100 Larkspur Landing Circle #355, Larkspur, CA 94939 • 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
Financial Connections Berkeley CA 01/1994 04/2026
Apella Wealth West Harford CT 04/2026 Present
  • 01/1994 → 04/2026
    Financial Connections
    Berkeley, CA
  • 04/2026 → Present
    West Harford, CT
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Jill Hollander
  • Jill H Bernstein

View on SEC IAPD

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