Patricia Jill Ashley
Investment adviser representative at Global Trust
31 yearsExperience
2 statesRegistered in
$450.2MFirm assets
18 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
31 years in the industry.
- Law Office of P. Jill Ashley, P.A.Oct 2025 to now
- Global TrustNov 2017 to now
- Global Trust Asset Management, LLCNov 2017 to now
- Ashley & Ashley Cpa's PaJan 2016 to Dec 2023
- Ashley Financial Services, PaJun 1995 to Oct 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (FL, MT).
Global Trust
Legal name: Global Trust Asset Management, LLC
$450.2MAssets managed
276Clients
8Advisers
18 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
- 2985259
- Firm CRD
- 143120