Jason Hill (CRD# 3209702) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Luther, OK and has over 24 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4976624
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial & Tax Architects, Inc. | St. Louis, MO | Aug 2018 - Current | 5 |
| Hill Financial, Inc. | Edmond, OK | Jan 2005 - Current | 19 |
| Horter Investment Managament, LLC | Cincinnati, OH | Mar 2016 - Aug 2018 | 2 |
| Lpl Financial LLC | Oklahoma City, OK | May 2013 - Mar 2016 | 2 |
| Level Four Advisory Services LLC | Oklahoma City, OK | May 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- OK
-
Total Assets Under Management379MILLIONS
-
Total Number of Accounts3,775ACCOUNTS
-
Average Account Value$100,367
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, PA, TN, TX, VA
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