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Jill Christine Ganey

Investment adviser representative at Strategic Wealth Management Group
10 yearsExperience
1 stateRegistered in
$832.9MFirm assets
21 yearsFirm 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.

  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Strategic Wealth Management GroupApr 2021 to now
  2. UnemployedOct 2020 to Apr 2021
  3. SidotiMay 2019 to Oct 2020
  4. Cantor FitzgeraldMar 2017 to Mar 2019
  5. UnemployedJun 2016 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (NY).

Strategic Wealth Management Group

Legal name: Strategic Advisors LLC

$832.9MAssets managed
351Clients
4Advisers
21 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
2551405
Firm CRD
125882
Advisor's SEC record (opens in a new tab)
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