JH
JH

Jason Todd Hill

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,061 clients
Average Client Portfolio
$418K average
Assets Under Management
$443.0M

Fee Structure

Financial Planning:Included in AUM fee
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Location

Luther, OK

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jason is the President and Managing Member of Hill Financial, Inc., an LLC for his IAR/Insurance commissions, since 2005. He dedicates full-time hours to this business, including during securities trading hours, and his duties include insurance and annuity sales.

Employment History
Current Registrations
Financial & Tax Architects, LLC
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Horter Investment Management, LLC
March 2016 - August 2018 · 2 yrs 5 mos
Level Four Advisory Services
May 2013 - March 2016 · 2 yrs 10 mos
LPL Financial LLCBroker
May 2013 - March 2016 · 2 yrs 10 mos
Centaurus Financial, INC.
April 2012 - May 2013 · 1 yr 1 mo
Centaurus Financial, INC.Broker
September 2004 - May 2013 · 8 yrs 8 mos
Centaurus Financial, INC.
September 2004 - December 2005 · 1 yr 3 mos
Questar Capital Corporation
October 2003 - October 2004 · 1 yr
Questar Capital Corporation
August 2003 - October 2003 · 2 mos
Questar Capital CorporationBroker
August 2003 - October 2004 · 1 yr 2 mos
Edward JonesBroker
September 2001 - August 2003 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2000 - September 2001 · 11 mos
Banc One Securities CorporationBroker
May 1999 - July 2000 · 1 yr 2 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.
Jason Todd Hill - Financial Advisor | TrueAdvisor