Jason Hilliard, financial advisor Denver CO
93 score

Jason Hilliard

CRD Number: 5912947
Current Firm: Forecast Capital Management

Jason Hilliard (CRD# 5912947) is an Investment Advisor Representative working at Forecast Capital Management in Denver, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Forecast Capital Management LLC Denver, CO Aug 2013 - Current 4
Concert Wealth Management, Inc. San Jose, CA Aug 2013 - Apr 2017 3
Sowell Financial Services, LLC North Little Rock, AR Sep 2016 - Jan 2017 < 1
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Jason C. Hilliard
Phone Number: 720-432-1435
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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

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