Jennifer
Van Til

Sanctuary Advisors, LLC

CRD#1913559
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Jennifer Van Til is a financial advisor working out of Walnut Creek, California with a total of 2 years of industry experience. Van Til is currently employed by Sanctuary Advisors, LLC. Their career trajectory has included roles at Sanctuary Wealth and Merrill Lynch, Pierce, Fenner & Smith. Van Til maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Sanctuary Advisors, LLC is a registered investment firm that has its headquarters in Indianapolis, IN. It has offices in 80 locations and a total of 510 people on staff. It controls $16 billion in assets between its 38,933 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 47 charities and foundations. Of its 38,933 accounts, 17% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically vary depending on the services. However, fee types billed by Sanctuary Advisors, LLC can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1676 N California Blvd Ste 350
Walnut Creek, CA 94596

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$16,220,200,000

CA Average: $1,347,246,178
Total Number of Employees

510

CA Average: 46
Total Number of Accounts

38,933

CA Average: 1,775
Average Account Size

$416,618

CA Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jennifer Van Til Work History

Jennifer has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Sanctuary Wealth

2007 - 2021 (14 years)

Merrill Lynch, Pierce, Fenner & Smith

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Van Til 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 Sanctuary Advisors, LLC

Spencer Carlson
Spring, TX
Thomas M Stadum
Indianapolis, IN
James Rohmann
Short Hills, NJ
Steven Filiaci
Short Hills, NJ
Aureliana Lopes Monteiro
Indianapolis, IN
Ian Brockhouse
Plattsburgh, NY
Lisa Bush
Marion, OH
Jaymie Wendt
Spring, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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