Jillian Jean Toomey
Investment adviser representative at Range Advisory, LLC
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
Are you Jillian Jean Toomey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Range Advisory, LLCMay 2026 to now
- Morgan Stanley Private Bank, N.A.Aug 2016 to May 2026
- Morgan StanleyJun 2016 to May 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 4 states (CA, PA, TX, VA).
Range Advisory, LLC
$1.4BAssets managed
1,773Clients
30Advisers
4 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
- 6214664
- Firm CRD
- 321969