Jill Allison Reiter

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2019 → 04/2023
  Argi Financial Group
  Louisville, KY
• 07/2017 → 07/2019
  Stiles, Carter And Associates
  Elizabethtown, KY
• 05/2016 → 07/2017
  Armag
  Bardstown, KY
• 04/2023 → Present
  Cerity Partners
  Bardstown, KY

Previous Registrations

• 2022-12-20 → 2023-04-24
  Cerity Partners Ocio Llc
  Bardstown, KY
  New York, NY

Other Businesses

South Nelson Youth Soccer Association, Non Inv Related, youth coach, 1-5 hours per month Personal Rental Property, Non Inv Related, 1-5 hours per month BT Financial Properties, Non Inv Related, Member rental group, 1-5 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-20

Other Names

• Jill Allison Bray