Jason Hilliard, financial advisor Denver CO
90 score

Jason Hilliard

CRD Number: 5912947
Current Firm: Concert Wealth Management

Jason Hilliard (CRD# 5912947) is an Investment Advisor Representative working at Concert Wealth Management in Denver, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Concert Wealth Management, Inc. San Jose, CA Aug 2013 - Current 3
Forecast Capital Management LLC Denver, CO Aug 2013 - Current 3
Morgan Stanley Smith Barney Englewood, CO Apr 2011 - Aug 2013 2
Hilliard Law Group, LLC Denver, CO May 2010 - Apr 2011 < 1
Castle Meinhold & Stawiarski, LLC Denver, CO May 2009 - May 2010 1
Studied For Bar Exam Denver, CO Jan 2009 - Feb 2009 < 1
Denver District Attorney Denver, CO Aug 2008 - Dec 2008 < 1
Thomas Cooley Law School Lansing, MI Aug 2007 - Aug 2008 1
Robert N. Wadington & Associates Chicago, IL May 2007 - Aug 2007 < 1
Thomas M. Cooley Law School Lansing, MI May 2006 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Jason C. Hilliard
Phone Number: 408-856-6310
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    2,012
    MILLIONS
  • Total Number of Accounts
    11,032
    ACCOUNTS
  • Average Account Value
    $182,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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