Jill
Homan
Fortress Private Ledger, LLC
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About this Advisor
Jill Homan is a financial advisor working in Raleigh, North Carolina who has 2 years of industry experience. Homan is currently employed by Fortress Private Ledger, LLC. They have worked at Fortress Private Ledger, Llc for the entirety of their career. Homan has a Series 65 license, designating them as an investment advisor representative, and can work in North Carolina. Fortress Private Ledger, LLC is an advisory company that has its headquarters in Raleigh, NC. It has offices in three locations and a total of 21 financial advisors. It oversees $142 million in assets among its 424 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 424 accounts, 21% belong to high-net-worth clients who have greater than $1 million in assets. Fortress Private Ledger, LLC has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Fortress Private Ledger, LLC likely include some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fortress Private Ledger, LLC Brokerage Details
$141,722,801
21
424
$334,252
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Jill Homan Work History
Jill has been registered as a financial advisor for 2 years.*
Javelin 19 Investments/Javelin 19 Real Estate
*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 Homan 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 Fortress Private Ledger, LLC
Raleigh, NC
Pisgah Forrest, NC
Wyckoff, NJ
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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.
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