Jill Gibb
Targeted Financial Services · Seminole, Florida
Jill Gibb is a fee-only financial advisor at Targeted Financial Services in Seminole, Florida. Jill focuses on retirement planning and estate & legacy planning. Targeted Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Targeted Financial Services |
|---|---|
| Based in | Seminole, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $353.4M across 788 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 4784885 |
| Exams passed | Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.targetedfinancial.com |
How Jill's firm compares
- Targeted Financial Services's average account is about $449,000, from its Form ADV (assets managed divided by 788 accounts).
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Questions about Jill
Is Jill Gibb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jill holds no broker registration, and Targeted Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jill charge for financial advice?
Jill's firm, Targeted Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jill Gibb based?
Jill Gibb is based in Seminole, Florida.
What does Jill specialize in?
Jill's specialties include retirement planning and estate & legacy planning.
Is Jill Gibb registered with the SEC?
Yes. Jill Gibb is registered as an investment adviser representative in NJ (CRD 4784885), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Targeted Financial Services manage?
Targeted Financial Services reports $353.4M across 788 accounts in assets under management.
How do I contact Jill Gibb?
Through Jill's website, www.targetedfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Targeted Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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