Jillian
Ozkara
Benchmark Financial Wealth Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jillian Ozkara is a certified financial planner and chartered financial consultant who works out of Boca Raton, Florida. Ozkara currently works for Benchmark Financial Wealth Advisors LLC. Over the course of their career, they have held roles at Northwestern Mutual Life Insurance Company, Lenox Advisors, Matt Russo, Northwestern Mutual Investment Services LLC, Michael Schwartz, Stephen Schwartz, Northwestern Mutual Wealth Management Company, Planmember Securities Corporation, Stacey Braun Associates, Citigroup Global Markets Inc, Ameriprise Financial Services Inc, Ae Wealth Management, LLC, Kirsner Wealth Management and Benchmark Financial Wealth Advisors LLC. Ozkara has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Benchmark Financial Wealth Advisors LLC is a business that has its headquarters in Boca Raton, FL. The company has offices in two locations and a total of nine people on staff. It manages $617 million in total assets across its 385 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 385 accounts, 27% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Benchmark Financial Wealth Advisors LLC can include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Benchmark Financial Wealth Advisors LLC Brokerage Details
$616,727,104
9
385
$1,601,889
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jillian Ozkara Work History
Jillian has been registered as a financial advisor for 0 years.*
Benchmark Financial Wealth Advisors LLC
Ae Wealth Management, LLC
Kirsner Wealth Management
Ameriprise Financial Services Inc
Stacey Braun Associates
Citigroup Global Markets Inc
Planmember Securities Corporation
Michael Schwartz
Stephen Schwartz
Michael Schwartz
Stephen Schwartz
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Matt Russo
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Lenox Advisors
*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 Jillian Ozkara 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 Benchmark Financial Wealth Advisors LLC
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
