Jill D. Smart is our newest Advisor Affiliate on the Chuck Jones & Associates Team. She holds the Series 7, series 66, and Health/Life insurance licenses in Oregon and Washington. Prior to joining Chuck Jones’ Team, she worked with LPL and Ameriprise as a Financial Advisor.
Jill holds a Bachelors Degree in Economics & Management from Albion College.
After her mother, a winery owner, passed away unexpectedly on a business trip, Jill discovered to her surprise that she was the Executrix/Personal Representative for her mother’s estate… one that had not been planned. After becoming educated “the hard way” on the personal & legal ramifications caused when there are no procedures in place, Jill became driven to pursue a career in Financial Planning. Her reason? “So that no other family need experience the financial & emotional issues my own family has been forced to resolve.”
Prior to becoming an advisor, Jill had worked in retail management & operations for over 20 years for well-known and successful companies such as Donna Karan, Liz Claiborne, J. Crew, & TJMaxx. She enjoys travel and sailing.
