Jill
Baumes
Seros Financial, LLC
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About this Advisor
Jill Baumes is a financial advisor based in Tempe, Arizona, working with Seros Financial, LLC. Jill has previously held positions at Newmark Capital Management, LLC, Seros Financial LLC, Opulence Fund, LLC, Lala'S Bay LLC, and United Planners' Financial Services. Jill has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Jill is part of Seros Financial, LLC, which operates out of Tempe, Arizona. The firm has 5 employees and manages assets totaling $260.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Seros Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seros Financial, LLC Brokerage Details
$260,841,497
5
890
$293,080
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Jill Baumes Work History
Lala'S Bay LLC
Seros Financial LLC
United Planners' Financial Services
Opulence Fund, LLC
Newmark Capital Management, LLC
Disclosures
Please visit the SEC profile of Jill Baumes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seros Financial, LLC
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
Tempe, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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