Jill Israel has been an investment adviser representative at Investment Partners since April 2025, and is not listed among the firm’s executive officers or direct owners.
Investment Partners LTD is a New Philadelphia, OH firm with $892M under management, 938 clients and 11 advisers across 8 offices, as of its May 2026 filing.
Jill Israel’s longest registration was 10 years at Huntington Financial Advisors (2008–2018). Before joining Investment Partners in 2025, Jill Israel was registered through Huntington Financial Advisors.
- Rea Wealth ManagementCurrent– present · 1 yearNew Philadelphia, OH · Adviser representative · Firm CRD 108913
- Commonwealth Financial NetworkAlso current– present · 7 yearsAdviser representative · Firm CRD 8032
- Huntington Financial Advisors– · 10 yearsColumbus, OH · Adviser representative · Firm CRD 16986
Investment adviser representative registrations
Jill Israel is registered as an investment adviser representative in Ohio, since February 2019.
- OhioSince 19 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 26 September 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 October 2008 |
| Series 7 | General Securities Representative Examination | 26 August 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 May 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 April 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jill Ann Israel
- CRD
- 4917055
- Firm
- Investment Partners · CRD 108913
- Office
- 419 W HIGH AVE, New Philadelphia, OH 44663
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jill Israel work?
Jill Israel is an investment adviser representative registered through Investment Partners LTD since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jill Israel a financial advisor?
Yes. Jill Israel has a current investment-adviser registration in Ohio, through Investment Partners since April 2025.
How many years of experience does Jill Israel have?
Jill Israel has 21 years in the financial industry, since August 2005, across 3 adviser firms.
What exams has Jill Israel passed?
Jill Israel has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in April 2005. FINRA credited Jill Israel with the SIE, which began in October 2018.
Where did Jill Israel work before Investment Partners?
Before Investment Partners, Jill Israel was registered through Huntington Financial Advisors, October 2008 to October 2018.
Where is Jill Israel based?
Jill Israel’s registered office is in New Philadelphia, OH.
Is Jill Israel registered with FINRA?
Yes. Jill Israel has a current broker registration, under CRD 4917055.
Source: FINRA BrokerCheck
How can I verify Jill Israel’s record?
Search CRD 4917055 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jill Israel’s full registration record.
