Jill Christine Wagner
Investment adviser representative at Connective Wealth Partners, LLC
13 yearsExperience
1 stateRegistered in
$77.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Connective Wealth Partners, LLCJul 2025 to now
- Value Added MortgageFeb 2025 to now
- Fg Advisory Services, LLCFeb 2025 to Jul 2025
- The Financial Gym, Inc.Nov 2023 to Jul 2025
- Mortgage TrustJul 2023 to Aug 2024
- Zurich International SchoolJul 2012 to Jul 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
Connective Wealth Partners, LLC
$77.6MAssets managed
316Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1459258
- Firm CRD
- 335624