Jeffrey Hill, financial advisor Towson MD
89 score

Jeffrey Hill

CRD Number: 5428608
Current Firm: Wms Partners, LLC

Jeffrey Hill (CRD# 5428608) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wms Partners LLC Towson, MD Jan 2014 - Current 2
Wms Partners LLC Towson, MD Sep 2009 - Jan 2014 4
M Holdings Securities, Inc. Portland, OR Sep 2007 - Aug 2009 1
L Warner Companies Timonium, MD Sep 2007 - Aug 2009 1
Greenland Development Services, LLC Sparks, MD Jun 2007 - Aug 2007 < 1
University Of Maryland College Park, MD Sep 2006 - May 2007 < 1
Legg Mason Baltimore, MD Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Jeffrey L. Hill
Phone Number: 410-337-7575
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    2,887
    MILLIONS
  • Total Number of Accounts
    421
    ACCOUNTS
  • Average Account Value
    $6,858,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, DC, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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