Jillian is a Vice President within the Corporate Retirement Services group at J.P. Morgan Securities. In her current role, she is responsible for managing the launch of the Defined Contribution (“DC”) Consulting Program at the firm. Prior to joining JPMS, Jillian managed the fiduciary advisory programs for the independent broker dealer channel of Cetera Financial Group based out of El Segundo, CA. She joined Cetera after beginning her career and spending over ten years at UBS, where her most recent role included the management of the DC Advisory Program. She has worked within the retirement plan industry for over 13 years.
She received her MBA in Finance from Rutgers Business School and BA in Writing from New Jersey City University. She holds Series 7, 24 and 66 and the Accredited Investment Fiduciary (AIF®) and Chartered Retirement Plan Specialist (CRPS®) designations