Jill McVey
Bellevue Asset Management · Bellevue, Washington
Jill McVey is a fee-only financial advisor at Bellevue Asset Management in Bellevue, Washington. Bellevue Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bellevue Asset Management |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $393.7M across 593 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 1540771 |
| Exams passed | Series 63 (1994) · Series 65 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bellevueasset.com |
How Jill's firm compares
- Bellevue Asset Management's average account is about $664,000, from its Form ADV (assets managed divided by 593 accounts).
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Questions about Jill
Is Jill McVey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jill holds no broker registration, and Bellevue Asset Management 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, Bellevue Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jill McVey based?
Jill McVey is based in Bellevue, Washington.
Is Jill McVey registered with the SEC?
Yes. Jill McVey is registered as an investment adviser representative in TX and WA (CRD 1540771), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bellevue Asset Management manage?
Bellevue Asset Management reports $393.7M across 593 accounts in assets under management.
How do I contact Jill McVey?
Through Jill's website, www.bellevueasset.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
- 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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