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Biography

Jillian is Partner in the New York office.

Prior to joining Cerity Partners, Jillian served as a Vice President at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, she was a Senior Associate of Investment Management and Client Advisory at BBR Partners, a wealth management firm. In this role, Jillian managed client relationships, oversaw investment portfolios, and facilitated clients’ overall wealth management needs. She began her career at JPMorgan Chase & Co. as an Analyst in the Financial Services group.

Learn more about Cerity Partners Family Office.

Education

  • B.A. in Finance from the Farmer School of Business at Miami University

Highlights

  • Holds the FINRA Series 65 securities license

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Here are some valuable insights to read before your meeting

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Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.