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JH

Jeremy L. Hill

THE LEADERS GROUP
SUMMIT, NJ 07901
Some features on this profile are disabled
CRD#: 3000406
JH

Professional summary

Jeremy Lee Hill is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.

Jeremy is registered as a RR (Registered Representative) and started their career in finance in 1998. Jeremy has worked at 14 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Jeremy Lee Hill'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

January 26, 2026 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

January 24, 2025 - January 15, 2026

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
JERSEY CITY, NJ
Past

May 12, 2021 - January 2, 2025

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
ALBANY, NY
Past

August 26, 2019 - July 7, 2020

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

September 5, 2018 - August 19, 2019

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

March 6, 2017 - June 19, 2018

BRIGHTHOUSE SECURITIES, LLC

BD
CRD#: 285300
CHARLOTTE, NC
Past

December 23, 2016 - March 6, 2017

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
NEW YORK CITY, NY
Past

April 2, 2008 - June 8, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
INDIAN TRAIL, NC
Past

March 27, 2008 - June 8, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

September 12, 2007 - February 13, 2008

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

July 14, 2006 - September 14, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
CHARLOTTE, NC
Past

July 14, 2006 - September 14, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

August 3, 2005 - June 23, 2006

SAPERE WEALTH MANAGEMENT, LLC

RIA
CRD#: 119598
MATTHEWS, NC
Past

August 3, 2005 - June 23, 2006

SAPERE WEALTH CREATION, LLC

BD
CRD#: 121561
MATTHEWS, NC
Past

November 4, 2004 - May 17, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHARLOTTE, NC
Past

October 29, 2004 - May 17, 2005

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

April 22, 2004 - June 14, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CHARLOTTE, NC
Past

April 6, 2004 - June 14, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 2, 2003 - March 5, 2004

FIRST HORIZON ADVISORS, INC.

BD
CRD#: 17117
MEMPHIS, TN
Past

April 16, 2001 - November 6, 2001

V. M. MANNING & CO., INC.

BD
CRD#: 2655
GREENVILLE, SC
Past

July 8, 1998 - April 19, 2001

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC

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
North Carolina
(1/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/21/2004
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/18/1998
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: 7/7/1998
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures

Regulatory Event4

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

THE LEADERS GROUP, INC.

CRD#: 37157Summit, NJ 07901

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