Jill Hoffman Forbes

Advisor at Edward Jones

Updated today

Location

Mobridge, SD 57601

Credentials

Series 66

Industry experience

2 years

About

Jill Hoffman Forbes is a financial advisor with Edward Jones in Mobridge, South Dakota, holding a Series 66 designation and 29 years of industry experience. She has been with Edward Jones since 1997. Outside of her advisory role, she is a half-owner of Peppers Mexican Restaurant in Mobridge, which is currently leased and operated by tenants. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

210 East Grand Crossing

Mobridge, SD 57601

Most active in

South Dakota · Texas

Work history

Edward Jones

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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