Stewart & Associates
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
Years of Experience
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Stewart & Associates Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Jill Tripp Work History
Jill has 18 years of experience.
Stewart & Associates, Pllc
F. Stewart & Associates, P.C
Jill Tripp has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stewart & Associates