Ashley Janosek has been an investment adviser representative at Trillium Wealth since April 2026, and is not listed among the firm’s executive officers or direct owners.
Trillium Wealth LLC is a Winter Park, FL firm with $545M under management, 629 clients and 7 advisers across 6 offices, as of its July 2026 filing.
Ashley Janosek’s longest registration was 1 year at CWM, LLC (2025–2026). Before joining Trillium Wealth in 2026, Ashley Janosek was registered through CWM, LLC.
- Trillium Wealth LLCCurrent– present · under a yearYorkville, IL · Adviser representative · Firm CRD 341186
- CWM, LLC– · 1 yearYorkville, IL · Adviser representative · Firm CRD 155344
Investment adviser representative registrations
Ashley Janosek is registered as an investment adviser representative in Illinois, since April 2026.
- IllinoisSince 30 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 2025 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 1 May 2024 |
| SIE | Securities Industry Essentials Examination | 8 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ashley Nicole Janosek
- CRD
- 6652722
- Firm
- Trillium Wealth · CRD 341186
- Office
- 2625 N Bridge Street, Yorkville, IL 60560
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Ashley Janosek work?
Ashley Janosek is an investment adviser representative registered through Trillium Wealth LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ashley Janosek a financial advisor?
Yes. Ashley Janosek has a current investment-adviser registration in Illinois, through Trillium Wealth since April 2026.
How many years of experience does Ashley Janosek have?
Ashley Janosek has 1 year in the financial industry, since January 2025, across 2 adviser firms.
What exams has Ashley Janosek passed?
Ashley Janosek has passed 3 licensing exams: the SIE, Series 6TO and Series 65. The earliest, the SIE, was passed in April 2024.
Where is Ashley Janosek based?
Ashley Janosek’s registered office is in Yorkville, IL.
Is Ashley Janosek registered with FINRA?
No. Ashley Janosek has no current broker registration.
How can I verify Ashley Janosek’s record?
Search CRD 6652722 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashley Janosek’s full registration record.
