Jeanne L. Hill

HARVEST PORTFOLIO MANAGEMENT

North Fort Myers, FL

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CRD#: 2473161

Professional summary

Jeanne L Hill, who also goes by Jeanne Lou Hill, Jeanne Lou Hill-pall, Jeanne Lou Sprague, is a registered financial advisor currently at HARVEST PORTFOLIO MANAGEMENT, LLC located in North Fort Myers, Florida.

Jeanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jeanne has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeanne Lou Hill | Jeanne Lou Hill-Pall | Jeanne Lou Sprague

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.

1) Business Entity: Coldwell Banker; Business Activity: Real Estate; Address: Cape Coral, FL; Duties of position: Buy and Sell real estate; Title: Realtor; Start Date: 12/2022; Approx. # of hours per month spent on activity: 15; Approx. # of hours spent during trading hours: 15 2) Business Entity: Guardian Life Insurance; Business Activity: Life Insurance; Address: New York; New York; Duties of Position: Service Insurance Contracts; Title: Field Rep; Start Date: 03/2004; Approx. # of hours per month spent on activity: 1; Approx. # of hours spent during trading hours: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanne L 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®

None

Experience

Current

August 20, 2024 - Present

HARVEST PORTFOLIO MANAGEMENT, LLC

RIA

CRD#: 299005

North Fort Myers, FL

Past

September 17, 2019 - August 27, 2024

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA

CRD#: 277085

Fort Myers, FL

Past

September 4, 2019 - August 27, 2024

PEAK BROKERAGE SERVICES, LLC

CRD#: 157045

JUPITER, FL

Past

June 9, 2004 - June 14, 2019

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

FORT MYERS, FL

Past

May 25, 2004 - June 14, 2019

PARK AVENUE SECURITIES LLC

CRD#: 46173

FORT MYERS, FL

Past

January 14, 2002 - May 21, 2004

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

FT. MYERS, FL

Past

January 14, 2002 - May 21, 2004

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

May 6, 1994 - January 15, 2002

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR

Florida
(12/18/2024)

IAR

Michigan
(8/20/2024)

IAR

South Carolina
(12/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/13/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/13/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/1994

General Securities Representative Examination

Current Firm

HARVEST PORTFOLIO MANAGEMENT, LLC

CRD#: 299005 / SEC#:

Florida

Registered Investment Advisory firm - (4/16/2019 Approved)

Michigan

Registered Investment Advisory firm - (2/19/2021 Approved)

South Carolina

Registered Investment Advisory firm - (10/26/2021 Approved)

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Contact information

Main Address

Isle Of Palms, SC

Mailing Address

Phone number

(917) 821-2150

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	102
AUM (Assets Under Management)	$ 98,000,000

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.

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Firm Stability Insights

Jeanne L. Hill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanne L Hill's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKRIDGE ASSET MANAGEMENT, LLC

PEAK BROKERAGE SERVICES, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/13/1994

Series 63

Date: 5/13/1994

SIE

Date: 10/1/2018

Series 7

Date: 5/2/1994

Current Firm

HARVEST PORTFOLIO MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HARVEST PORTFOLIO MANAGEMENT, LLC

TRUST BUT VERIFY

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