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Jill Aaron Brandon

Investment Adviser Representative at THE Patriot Financial Group, LLC

Bristol, CTCRD #2391007Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jill Aaron Brandon is an investment adviser representative with The Patriot Financial Group, LLC in Bristol, CT, where they have been registered since 2018. They have worked in the securities industry since 1994 and have been registered with 3 firms, including Cetera Advisor Networks LLC and Tower Square Securities, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut and Texas.

Office

10 Main St, 4th Flr.
Bristol, CT 06010

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Connecticut, Texas
Broker:
4 states and territories

Connecticut, Massachusetts, New Hampshire, Tennessee

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/22/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 12/10/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/15/1994
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/8/1993

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

THE Patriot Financial Group, LLCCurrent
12/19/2018 – Bristol, CT
Cetera Advisor Networks LLC
9/3/2013 – 12/19/2018Avon, CT
Tower Square Securities, Inc.
9/13/2007 – 9/3/2013Avon, CT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Robert Hensley AND Associates
    Jul 2007 – Dec 2018Avon, CT
  2. Cetera Advisor Networks LLC
    Sep 2013 – Dec 2018El Segundo, CA
  3. Securities America, Inc.
    Dec 2018 – Dec 2022Bristol, CT
  4. THE Patriot Financial Group, LLC
    Dec 2018 – no end date reportedBristol, CT
  5. Riverside Wealth Management
    Dec 2022 – no end date reportedBristol, CT
  6. Cetera Financial Specialists LLS
    Dec 2022 – no end date reportedSchaumburg, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About THE Patriot Financial Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

The firm offers investments (including laddered bond portfolios, IRAs, annuities, brokerage accounts, and alternative investments), financial planning (retirement, tax, 401(k), 403(b), college, estate, and profit sharing plans), and insurance (disability income, life, long-term care, group health, and employee benefits).

Financial PlanningInsurance
Firm areas of expertise
Retirement PlanningWealth ManagementInvestmentsFinancial PlanningInsuranceEstate ConservationTax PlanningAnnuitiesIRAsFiduciary

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
35
Offices listed on AdvisorFinder:
22
Main office:
Walpole, MA
SEC file number:
801-80245

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 13, 2026

View full firm profile

Other advisors at THE Patriot Financial Group, LLC

Showing 12 of 35 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jill Aaron Brandon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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