Jillian Beninson Ward
Investment adviser representative at Ima Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$3.9BFirm assets
12 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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ima Advisory Services, Inc.Apr 2026 to now
- Empower Advisory Group, LLCFeb 2024 to Apr 2026
- Acg Advisory Services IncNov 2018 to Feb 2024
- Virginia Credit UnionDec 2017 to Nov 2018
- Village BankAug 2015 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (KS).
Ima Advisory Services, Inc.
$3.9BAssets managed
579Clients
44Advisers
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
- 7403062
- Firm CRD
- 112091