Investment adviser representative · Connective Wealth Partners, LLC
Jill C. Wagner
CRD 1459258 · Portland, OR
At a glance
Jill C. Wagner is an investment adviser representative with Connective Wealth Partners, LLC in Portland, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jill’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Connective Wealth Partners, LLCSince July 2025Portland, OR · $78M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- 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
- 1 firmLocked
- 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.