JH
John R. Hill
WILLIAM BLAIR
RANCHO MIRAGE, CA
Some features on this profile are disabled
CRD#: 245855
JH
Professional summary
John Robert Hill, who also goes by Bob Hill, is a registered financial advisor currently at WILLIAM BLAIR located in Rancho Mirage, California.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1966. John has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Hill
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.
GREENHOUSE EAST HOMEOWNERS ASSOCIATION; NON INVESTMENT RELATED; PALM SPRINGS, CA; BOARD MEMBER; START DATE 4/14/2015; 5 HRS PER MONTH, 0 DURING TRADING
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Hill's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view John Robert Hill's 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®
NoneExperience
Current
October 5, 2018 - Present
WILLIAM BLAIR
Office #2: 343 Sansome St. 12th Floor, San Francisco, CA 94104RIA
BD
CRD#: 1252
RANCHO MIRAGE, CA
Current
September 28, 2018 - Present
WILLIAM BLAIR
Office #1: 343 Sansome St. 12th Floor, San Francisco, CA 94104RIA
BD
CRD#: 1252
San Francisco, CA
Past
August 17, 2007 - October 1, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SAN FRANCISCO, CA
Past
August 17, 2007 - October 1, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SAN FRANCISCO, CA
Past
March 2, 1999 - September 5, 2007
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
SAN FRANCISCO, CA
Past
December 21, 1998 - September 5, 2007
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
SAN FRANCISCO, CA
Past
May 29, 1987 - December 11, 1998
RFS PARTNERS
BD
CRD#: 18119
DENVER, CO
Past
January 31, 1980 - July 2, 1986
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
Past
March 14, 1966 - January 31, 1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
BD
CRD#: 640
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WILLIAM BLAIR
WILLIAM BLAIR | WILLIAM BLAIR & COMPANY L.L.C. | WILLIAM BLAIR & COMPANY
CRD#: 1252 / SEC#: 801-688, 8-2698
RIA
Registered Investment Advisory firm - SEC (12/24/1947 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(11/13/2018)
RR
Arizona(11/13/2018)
RR
California(9/28/2018)
IAR
California(2/7/2019)
RR
Colorado(5/18/2021)
RR
Connecticut(11/13/2018)
RR
Florida(11/13/2018)
RR
Georgia(11/13/2018)
RR
Idaho(4/4/2025)
RR
Illinois(9/28/2018)
IAR
Illinois(10/5/2018)
RR
Indiana(11/13/2018)
RR
Massachusetts(4/21/2025)
RR
Michigan(11/13/2018)
RR
Minnesota(11/13/2018)
RR
Nevada(5/29/2025)
RR
New Jersey(11/13/2018)
RR
New York(11/13/2018)
RR
North Carolina(4/21/2022)
RR
Ohio(11/13/2018)
RR
Oklahoma(11/13/2018)
RR
Oregon(11/13/2018)
RR
South Carolina(11/13/2018)
RR
Tennessee(11/8/2019)
RR
Texas(11/13/2018)
RR
Utah(2/2/2024)
RR
Washington(11/13/2018)
RR
Wyoming(12/7/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/11/1966
Registered Representative ExaminationSRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
WILLIAM BLAIR
WILLIAM BLAIR | WILLIAM BLAIR & COMPANY L.L.C. | WILLIAM BLAIR & COMPANY
CRD#: 1252 / SEC#: 801-688, 8-2698
RIA
Registered Investment Advisory firm - SEC (12/24/1947 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
The William Blair Building 150 North Riverside, Chicago, IL 60606
Mailing Address
The William Blair Building 150 North Riverside, Chicago, IL 60606-1594
Phone number
(312) 236-1600
Established
Delaware since 10/30/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
469
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WBC HOLDINGS, L.P. | HOLDING COMPANY | |
| CITARDI, CISSIE | EXECUTIVE COMMITTEE, GENERAL COUNSEL | 6642613 |
| DEVORE, RYAN JACOB | EXECUTIVE COMMITTEE | 3049671 |
| DUWA, ROBERT J | EXECUTIVE COMMITTEE | 2931296 |
| GLEDHILL, BRENT WALKER | PRESIDENT, CEO | 2921069 |
| MCLAUGHLIN, SCOTT THOMAS | EXECUTIVE COMMITTEE | 2481285 |
| QUINN, MICHAEL PATRICK | EXECUTIVE COMMITTEE | 3257072 |
| RASAVONGXAY, WILLSON B | CHIEF COMPLIANCE OFFICER | 6593731 |
| SATTERFIELD, BETH A | EXECUTIVE COMMITTEE | 6011858 |
| TOLE, STEVEN ROBERT | EXECUTIVE COMMITTEE | 5885283 |
| TRIMBERGER, MICHAEL WILLIAM | CFO | 5329834 |
| ZIMMER, MATTHEW MONTGOMERY | EXECUTIVE COMMITTEE | 4157826 |
Regulatory assets under management
| Total Number of Accounts | 37,973 |
| AUM (Assets Under Management) | $ 58,329,726,421 |
Disclosures
| Regulatory Event | 29 |
| Arbitration | 2 |
| Bond | 1 |
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.
