Jill
Carr
Stephens Consulting, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jill Carr is a certified financial planner operating out of Flint, Michigan with a total of 2 years of relevant experience. Carr is an advisor for Stephens Consulting, LLC. Throughout their career, they have worked at Raymond James Financial Services, Inc, Internal Revenue Service, Raymond James Financial Services Advisors Inc and Stephens Consulting, LLC. Carr holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in Michigan and Texas. Stephens Consulting, LLC is an advisory business operating out of Flint, MI. The firm has offices in eight locations and a total of 26 employees. It controls $718 million in assets across its 2,600 client accounts, placing it among the larger firms in the United States by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 2,600 client accounts, 19% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Stephens Consulting, LLC may include some combination of asset-based, hourly and fixed 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.
Stephens Consulting, LLC Brokerage Details
$717,894,889
26
2,600
$276,113
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jill Carr Work History
Jill has been registered as a financial advisor for 2 years.*
Stephens Consulting, LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Internal Revenue Service
*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 Jill Carr 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 Stephens Consulting, LLC
Flint, MI
Flint, MI
Flint, MI
Grosse Pointe, MI
Flint, MI
Tampa, FL
Charlevoix, MI
Flint, MI
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.
