Jason HilliardCRD 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 6 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Concert Wealth Management, Inc.||San Jose, CA||Aug 2013 - Current||4|
|Forecast Capital Management LLC||Denver, CO||Aug 2013 - Current||4|
|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|
Total Assets Under Management2,012MILLIONS
Total Number of Accounts11,032ACCOUNTS
Average Account Value$182,406
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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