AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
VH

Valerie M. Hill Jones

CP CLIENT SOLUTIONS
SARATOGA SPRINGS, NY 12866
Some features on this profile are disabled
CRD#: 1964251
VH
Valerie Michele Hill JonesCP CLIENT SOLUTIONS

Professional summary

Valerie Michele Hill Jones, who also goes by Valerie Michele Hill, Valerie M Hill Jones, Valerie M Hill-jones, Valerie M Hilljones, is a registered financial professional currently at CP CLIENT SOLUTIONS LLC located in Saratoga Springs, New York.

Valerie is registered as a RR (Registered Representative) and started their career in finance in 1997. Valerie has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 24, Series 9 and Series 10 exams.

Aliases

Valerie Michele Hill | Valerie M Hill Jones | Valerie M Hill-Jones | Valerie M Hilljones

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Valerie Michele Hill Jones's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 25, 2025 - Present

CP CLIENT SOLUTIONS LLC

Office #1: 321 Broadway 5th Floor, Saratoga Springs, NY 12866
BD
CRD#: 330402
SARATOGA SPRINGS, NY
Past

January 4, 2021 - November 22, 2024

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
Morristown, NJ
Past

June 11, 2008 - January 4, 2021

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
PARSIPPANY, NJ
Past

January 21, 1997 - May 28, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MORRISTOWN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(3/20/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 5/14/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/20/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/3/2008
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/4/2007
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/5/2007
General Securities Sales Supervisor - General Module Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CP CLIENT SOLUTIONS LLC
CP CLIENT SOLUTIONS LLC

CRD#: 330402 / SEC#: , 8-71277

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Loading...

Contact information

Main Address
321 Broadway 5th Floor, Saratoga Springs, NY 12866
Mailing Address
321 Broadway 5th Floor, Saratoga Springs, NY 12866
Phone number
(212) 850-4260
Established
Delaware since 04/24/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CP CLIENT SOLUTIONS HOLDINGS LLCMEMBER
HILLS, ADAMCHIEF EXECUTIVE OFFICER7236104
MATTERA, RICHARDFINOP2246513
PRIESTER, DARRICKDIRECTOR OF SALES5079501
PROSTICK, ARTHUR ISOMCHIEF COMPLIANCE OFFICER2254400

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CP CLIENT SOLUTIONS LLC

CRD#: 330402Saratoga Springs, NY 12866

TRUST BUT VERIFY

Monitor Valerie Hill Jones

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

CS
Cale SmithAdvisorCheck Check Mark
BASTION FIDUCIARY
IAR
ISLAMORADA, FL
RA
Robert ArmendarizAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
SAN ANTONIO, TX
Noah Philip Alweiss
Noah AlweissAdvisorCheck Check Mark
MORGAN STANLEY
PR
PURCHASE, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.