Jill Marie Tripp
Investment adviser representative at Pathfinder Planning and Investments
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$122.3MFirm 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
- Seminars and workshops
Experience
14 years in the industry.
- Pathfinder Planning and InvestmentsJun 2026 to now
- Stewart & Associates dba Pathfinder Planning and InvestmentsMar 2026 to now
- Core PlanningMar 2025 to Aug 2026
- Stewart & Associates PllcJan 2012 to Apr 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
Pathfinder Planning and Investments
Legal name: Stewart & Associates, Pllc
$122.3MAssets managed
79Clients
2Advisers
Under 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
- 4656851
- Firm CRD
- 159486