Jill Tripp has been Owner, Chief Compliance Officer, and Managing Member of Stewart & Associates, PLLC since March 2026, is a control person of the firm and directly owns 75% or more of it. Jill Tripp studied at the University of Montana.
Stewart & Associates, PLLC is a Missoula, MT firm with $122M under management, 79 clients and 2 advisers in one office, as of its August 2026 filing.
Jill Tripp is with Pathfinder Financial Planning in Missoula, Montana. She began her career in financial planning in 2002 and has worked with the same planning firm, and some of her individual clients, for her entire career. Most of her clients are nearing retirement or already retired, and she also works with federal employees, both working and retired.
Jill Tripp’s longest registration was 12 years at Stewart & Associates (2013–2025). Before joining Stewart & Associates, PLLC in 2026, Jill Tripp was registered through Core Planning and F. Stewart & Associates, P.C.
- – present · under a yearMissoula, MT · Adviser representative · Firm CRD 159486
- Core Planning– · 1 yearMissoula, MT · Adviser representative · Firm CRD 154660
- F. Stewart & Associates, P.C.– · 8 yearsMissoula, MT · Adviser representative · Firm CRD 118054
Professional designations
Listed by Stewart & Associates, PLLC
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jill Tripp is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- MontanaSince 12 June 2026
- TexasSince 12 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 March 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jill Marie Tripp
- CRD
- 4656851
- Firm
- Stewart & Associates, PLLC · CRD 159486
- Role
- Owner, Chief Compliance Officer, and Managing Member
- Office
- 27 FORT MISSOULA RD., SUITE 1, Missoula, MT 59804
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pathfinderplanmt.com
Where does Jill Tripp work?
Jill Tripp has been Owner, Chief Compliance Officer, and Managing Member of Stewart & Associates, PLLC since March 2026, and is a control person of the firm.
Is Jill Tripp a financial advisor?
Yes. Jill Tripp has a current investment-adviser registration in Montana and Texas, through Stewart & Associates, PLLC since June 2026.
How many years of experience does Jill Tripp have?
Jill Tripp has 22 years in the financial industry, since April 2004, across 3 adviser firms.
What exams has Jill Tripp passed?
Jill Tripp passed the Series 65 in March 2003.
Where did Jill Tripp work before Stewart & Associates, PLLC?
Before Stewart & Associates, PLLC, Jill Tripp was registered through Stewart & Associates, January 2013 to August 2025; F. Stewart & Associates, P.C., April 2003 to February 2012.
Where is Jill Tripp based?
Jill Tripp’s registered office is in Missoula, MT.
Is Jill Tripp registered with FINRA?
No. Jill Tripp has no current broker registration.
Is Jill Tripp a CFP?
Stewart & Associates, PLLC lists Jill Tripp with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jill Tripp’s record?
Search CRD 4656851 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jill Tripp’s full registration record.