DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jill Elaine Isbell
Certified Financial Planner
Feed of 09/15/2026
Also filed as Jill Elaine Isbell
At current firm
0 y
since Apr 2, 2026
In the industry
18 y
since Nov 6, 2007 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Hightower Advisors, LLC BD affiliated currentsince Apr 2, 2026 · Colorado Springs, Co
- Journey Strategic Wealth LLC formerSep 20, 2024 to Apr 8, 2026 · Summit, Nj
- Origin Investment Advisory LLC independent RIAJun 24, 2021 to Aug 5, 2022 · Colorado Springs, Co
- Creative Financial Services, Inc unclassifiedMay 31, 2019 to Sep 25, 2024 · Colorado Springs, Co
- Charles Schwab & Co., Inc. national BDOct 6, 2015 to Apr 12, 2019 · Colorado Springs, Co
- LPL Financial LLC BD affiliatedMar 15, 2011 to Oct 2, 2015 · Goodyear, Az
- Edward Jones national BDSep 9, 2009 to Mar 2, 2011 · Colorado Springs, Co
- T. Rowe Price Advisory Services, Inc. BD affiliatedJan 3, 2008 to Dec 31, 2008 · Colorado Springs, Co
Moves
a registration end followed by a registration begin elsewhere
- Journey Strategic Wealth LLC to Hightower Advisors, LLCleft Apr 8, 2026, registered Apr 2, 2026 (-6 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Creative Financial Services, Inc to Origin Investment Advisory LLCleft Sep 25, 2024, registered Jun 24, 2021 (-1189 days) · Other
- Origin Investment Advisory LLC to Journey Strategic Wealth LLCleft Aug 5, 2022, registered Sep 20, 2024 (777 days) · RIA to RIA
- Charles Schwab & Co., Inc. to Creative Financial Services, Incleft Apr 12, 2019, registered May 31, 2019 (49 days) · Other
- LPL Financial LLC to Charles Schwab & Co., Inc.left Oct 2, 2015, registered Oct 6, 2015 (4 days) · Other
- Edward Jones to LPL Financial LLCleft Mar 2, 2011, registered Mar 15, 2011 (13 days) · Other
- T. Rowe Price Advisory Services, Inc. to Edward Jonesleft Dec 31, 2008, registered Sep 9, 2009 (252 days) · Other
Signals
- Jill Elaine Isbell left Journey Strategic Wealth Llc for Hightower Advisors, Llc (registered 2026-04-02)Apr 8, 2026 · Advisor changed firm · fact
- Jill Elaine Isbell left Creative Financial Services, Inc for Origin Investment Advisory Llc (registered 2021-06-24)Sep 25, 2024 · Advisor changed firm · fact
- Jill Elaine Isbell left Origin Investment Advisory Llc for Journey Strategic Wealth Llc (registered 2024-09-20)Aug 5, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address