Jill Aaron Brandon
Investment adviser representative at The Patriot Financial Group, LLC
19 yearsExperience
2 statesRegistered in
ChFC®Designation
$2.6BFirm assets
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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
- Pension consulting
Experience
19 years in the industry.
- Cetera Financial Specialists LlsDec 2022 to now
- Riverside Wealth ManagementDec 2022 to now
- The Patriot Financial Group, LLCDec 2018 to now
- Securities America, Inc.Dec 2018 to Dec 2022
- Cetera Advisor Networks LLCSep 2013 to Dec 2018
- Robert Hensley and AssociatesJul 2007 to Dec 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
The Patriot Financial Group, LLC
Legal name: The Patriot Financial Group Insurance Agency, LLC
$2.6BAssets managed
2,545Clients
35Advisers
12 yearsIn 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
- 2391007
- Firm CRD
- 172470