Jill Denise Chandler
Investment adviser representative at The Sum
10 yearsExperience
1 stateRegistered in
$551.4MFirm assets
5 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.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The SumOct 2025 to now
- ImaSep 2022 to Sep 2025
- NsfMay 2016 to Sep 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Sum
Legal name: The Planning Project LLC
$551.4MAssets managed
209Clients
9Advisers
5 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
- 8236198
- Firm CRD
- 297658