JH
JH

Jeffrey Hilwig

30 Years of Experience
Germantown, MD
1 DisclosureBroker

Jeffrey Hilwig is a registered investment advisor at Wells Fargo Advisors, based in Germantown, MD, with 30 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

19708 Germantown Rd, Germantown, MD, 20874

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Denied
Employment History
Current Registrations
Wells Fargo Advisors
February 2004 - Present · 22 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
November 2003 - Present · 22 yrs 11 mos
Previous Registrations
Quick & Reilly, INC.
November 2002 - October 2003 · 11 mos
Quick & Reilly, INC.Broker
December 2001 - October 2003 · 1 yr 10 mos
First Union Securities, INC.Broker
October 2000 - December 2001 · 1 yr 2 mos
First Union Brokerage Services, INC.Broker
May 1998 - October 2000 · 2 yrs 5 mos
Liberty Securities CorporationBroker
October 1996 - May 1998 · 1 yr 7 mos
First Maryland Brokerage CorporationBroker
November 1995 - September 1996 · 10 mos
State Registrations34 states
ALARAZCACOCTDCDEFLGAHIIDILINMAMDMIMONCNJNVNYOHORPASCSDTNTXVAWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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