JH
JH

Jarrod Hileman

9 Years of Experience
Charlotte, NC
2 DisclosuresBroker

Jarrod Hileman is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

13024 Ballantyne Corporate Place, Suite 150, Charlotte, NC, 28277

Get directions

History

Regulatory History (2)
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.
Employment Separation After Allegations
November 2019
Criminal
October 2002
Final Disposition
Other Business Activities

Jarrod is a partner in House Your Credit, a real estate property management business, since 2009. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
Edward Jones
August 2018 - December 2019 · 1 yr 4 mos
Edward JonesBroker
July 2018 - December 2019 · 1 yr 5 mos
Wells Fargo Advisors, LLC
September 2008 - July 2010 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
February 2008 - July 2010 · 2 yrs 5 mos
State Registrations31 states
ALAZCACOFLGAIAILINKSKYLAMAMDMEMIMNMONCNDNJNYOHPASCTNTXUTVAWAWI
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.
Jarrod Hileman - Financial Advisor | TrueAdvisor