JH
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Jacob Hillermann

2 Years of Experience
Sarasota, FL
BrokerSells Insurance

Jacob Hillermann is a registered investment advisor, based in Sarasota, FL, with 2 years of industry experience.

Location

1680 Fruitville Rd, Suite 303, Sarasota, FL, 34236

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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

Jacob works full-time as a financial consultant for Florida Financial Advisors and as a registered representative for Trinity Wealth Securities, LLC. He also dedicates a few hours per week to fixed insurance sales through Florida Financial Insurance.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
December 2023 - Present · 2 yrs 5 mos
Florida Financial Advisors, LLC
May 2023 - Present · 3 yrs
State Registrations2 states
FLTX
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.
Jacob Hillermann - Financial Advisor | TrueAdvisor