Client Advisory


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.


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


  • Holds the FINRA Series 65 securities license

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