Director · Touchstone Advisors Inc
Jill Tripp McGruder
CRD 1221720 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Touchstone Advisors Inc, an SEC-registered asset manager based in Cincinnati, OH with $31.1 billion in regulatory assets, lists Jill Tripp McGruder on its Form ADV as Director, a control person. The SEC filings also name Jill at 2 other registered advisers.
Firms and roles
- Touchstone Advisors IncDirectorAsset manager · Cincinnati, OH · $31B in regulatory assets
- W&s Brokerage Services, Inc.DirectorBroker-dealer firm · Cincinnati, OH · $257M in regulatory assets
- W&s Advisory Services, LLCDirectorWealth manager · Cincinnati, OH · $5M in regulatory assets
AtlasMembers
Jill’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (30)
- Terrie Ann WiedenheftChief Financial Officer, Touchstone Advisors Inc
- Donald Joseph WuebblingDirector, Touchstone Advisors Inc
- Timothy D. PaulinSR. Vice President Investment Research & Product Management, Touchstone Advisors Inc
- Timothy Steven StearnsVP, Chief Compliance Officer, Touchstone Advisors Inc
- Jonathan David NiemeyerDirector, Touchstone Advisors Inc
25 more people named with Jill on the same filings, with titles and firms. Free in Atlas with a free account.
See all 30 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jill’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.