Jill
Bassett
Leigh Baldwin & Co., LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jill Bassett is a financial advisor based in Liverpool, New York with 2 years of industry experience. Bassett works at Leigh Baldwin & Co., LLC. Throughout their career, they have worked at Leigh Baldwin & Co., LLC, Prestige Investing LLC and Financial Quest Inc. Bassett holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Leigh Baldwin & Co., LLC is an advisory business based out of Cazenovia, NY. The investment advisory business has offices in 14 locations and a total of 21 advisors. It handles $180 million in assets across its 642 customer accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises four charitable organizations. Of its 642 accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets. Leigh Baldwin & Co., LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically depend on which services the firm provides the client. However, fee types billed by Leigh Baldwin & Co., LLC can be comprised of asset-based 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.
Leigh Baldwin & Co., LLC Brokerage Details
$179,985,619
21
642
$280,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jill Bassett Work History
Jill has been registered as a financial advisor for 2 years.*
Prestige Investing LLC
Leigh Baldwin & Co., LLC
Financial Quest Inc
*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 Bassett 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 Leigh Baldwin & Co., LLC
Cazenovia, NY
Fayetteville, NY
Syracuse, NY
Stanhope, NJ
Cazenovia, NY
Manlius, NY
East Syracuse, NY
Clarks Summit, PA
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.
