Jill is an executive team member and serves as the corporate counsel for Level Four Group, providing a broad range of legal services and counsel to the organization. In addition, she oversees and manages the compliance organization for the firm’s broker-dealer and two advisory firms and serves as the Chief Compliance Officer for Level Four Advisory Services and Level Four Capital Management. Jill’s broad experience in various financial industry legal and compliance roles over the last 30 years, combined with her regulatory knowledge from sitting on the Texas State Securities Board, brings a unique and all-encompassing perspective to her legal and compliance position at Level Four.
Years of Experience
35
Education
Baylor University, Bachelor’s
Baylor University School of Law, Juris Doctor
Professional & Civic Leadership
Rainbow Days
Storehouse of Collin County
Sunrise Senior Center
Professional Credentials
Juris Doctor, J.D.
General Securities Principal – Series 24
General Securities Representative – Series 7
Investment Advisor Representative – Series 65
Series 66 – Uniform Combined Securities & Investment Agent