Adviser and broker representative · The Patriot Financial Group, LLC
Jill A. Brandon
CRD 2391007 · Bristol, CT
At a glance
Jill A. Brandon is an investment adviser representative with The Patriot Financial Group, LLC in Bristol, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jill’s SEC record dates to 2007, about 19 years ago. Jill is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- The Patriot Financial Group, LLCSince December 2018Bristol, CT · $2.6B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jill’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.