Jeanne Hill
Jeanne Hill is a registered investment advisor at Harvest Portfolio Management, LLC, based in North Fort Myers, FL, with 31 years of industry experience. Jeanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 77 clients with $98M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
North Fort Myers, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeanne is an Investment Advisor Representative (IAR) with Blackridge Asset Management, LLC, spending about 10-20% of her time there. She also works as a realtor for Coldwell Banker and services insurance contracts as a Field Rep for Guardian Life Insurance, dedicating minimal time to the latter.
Employment History
Current Registrations
Harvest Portfolio Management, LLC
Previous Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Prudential Securities IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.