Jill
Tripp

Stewart & Associates

CRD#4656851
Investment Advisor
in Missoula, MT

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About this Advisor

Jill Tripp is a certified financial planner whose office is in Missoula, Montana. Currently an investment advisor at Stewart & Associates, Tripp has 18 years of professional experience in the financial advisory industry. Tripp maintains a Series 65 license, certifying them as an investment advisor representative. Tripp is able to advise investors based out of Montana. The advisor has gained experience at F. Stewart & Associates, P.C and Stewart & Associates, Pllc. Stewart & Associates is headquartered in Missoula, Montana. As a firm, Stewart & Associates manages $65 million in assets dispersed across 54 accounts and employs three staff members. The firm's total assets under management makes it one of the smaller firms in the nation. Currently 52% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Stewart & Associates can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

27 Fort Missoula Rd. Suite 1
Missoula, MT 59804

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Stewart & Associates Brokerage Details

Total Assets Under Management

$65,313,021

MT Average: $2,609,029,241
Total Number of Employees

3

MT Average: 66
Total Number of Accounts

54

MT Average: 6,076
Average Account Size

$1,209,500

MT Average: $429,399

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Jill Tripp Work History

Jill has 18 years of experience.

2012 - Present (9 years)

Stewart & Associates, Pllc

2002 - 2011 (9 years)

F. Stewart & Associates, P.C

Disclosures

Jill Tripp has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stewart & Associates

Jill Tripp
Missoula, MT
Richard Marshall
Missoula, MT

This content was compiled from the SEC and FINRA.

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