Jill Schum
Third Eye Associates · Red Hook, New York
Jill Schum is a fee-only financial advisor at Third Eye Associates in Red Hook, New York. Jill charges a percentage of assets and focuses on sustainable & impact investing, small business owners and retirement planning.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
Facts
| Firm | Third Eye Associates |
|---|---|
| Based in | Red Hook, New York |
| Fee model | Percentage of assets |
| SEC registration | Investment adviser representative in NJ, NY · CRD 4211786 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.thirdeyeassociates.com |
| Profile |
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Questions about Jill
Is Jill Schum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jill holds no broker registration, and Third Eye Associates 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 charges a percentage of assets.
Where is Jill Schum based?
Jill Schum is based in Red Hook, New York.
What does Jill specialize in?
Jill's specialties include sustainable & impact investing, small business owners, retirement planning, estate & legacy planning and tax planning. Jill works with retirees and mid-life transitions.
Is Jill Schum registered with the SEC?
Yes. Jill Schum is registered as an investment adviser representative in NJ and NY (CRD 4211786), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Jill Schum?
Through Jill's website, www.thirdeyeassociates.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
- Third Eye Associates 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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