JH
Jason T. Hill
FINANCIAL & TAX ARCHITECTS
Luther, OK
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CRD#: 3209702
JH
Professional summary
Jason Todd Hill is a registered financial advisor currently at FINANCIAL & TAX ARCHITECTS, LLC located in Luther, Oklahoma.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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 Name of the other business: Hill Financial, Inc.
Investment Related?: Yes
Address of other business: 18935 East Stonetree Lane,Luther, OK 73054
Nature of other business: LLC For my IAR/Insurance Commisions
Your position: President/Managing Members
Start Date: 01/2005
How many hours you devote to the other business per month: 160
How many hours you devote to the other business during securities trading hours: 160
Briefly describe your duties:Insurance and annuity sales
CRS (Client Relationship Summary) - RIA
Click below to view Jason Todd 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
August 14, 2018 - Present
FINANCIAL & TAX ARCHITECTS, LLC
RIA
CRD#: 119169
Luther, OK
Past
March 23, 2016 - August 14, 2018
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Luthar, OK
Past
May 13, 2013 - March 9, 2016
LEVEL FOUR ADVISORY SERVICES
RIA
CRD#: 134086
OKLAHOMA CITY, OK
Past
May 7, 2013 - March 15, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
LUTHER, OK
Past
April 24, 2012 - May 7, 2013
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
OKLAHOMA CITY, OK
Past
September 28, 2004 - December 31, 2005
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
OKLAHOMA CITY, OK
Past
September 28, 2004 - May 7, 2013
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
OKLAHOMA CITY, OK
Past
October 27, 2003 - October 1, 2004
QUESTAR CAPITAL CORPORATION
RIA
CRD#: 43100
NORMAN, OK
Past
August 14, 2003 - October 9, 2003
QUESTAR CAPITAL CORPORATION
RIA
CRD#: 43100
NORMAN, OK
Past
August 12, 2003 - October 13, 2004
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
MINNEAPOLIS, MN
Past
September 27, 2001 - August 13, 2003
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
October 10, 2000 - September 6, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
May 25, 1999 - July 21, 2000
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
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".
F&
FINANCIAL & TAX ARCHITECTS, LLC
ADVANCED WEALTH MANAGEMENT | THE MASTERS CHOICE, INC. | SCOUT FINANCIAL GROUP | RETIREMENT INCOME BLUEPRINTS | PROFESSIONAL GROUP | NEW DAY FINANCIAL | NEST FINANCIAL ADVISORS | NATIONAL RETIREMENT CONSULTING | MIA SULAK | LFG FINANCIAL | KNOXVILLE RETIREMENT PLANNERS | JDR BASTION FINANCIAL GROUP | FTA WEALTH ADVISORS | FINANCIAL & TAX ARCHITECTS, LLC | FINANCIAL & TAX ARCHITECTS, INC. | FINANCIAL & TAX ARCHITECTS | CORE FINANCIAL MANAGEMENT | BROOKS, DAVID SCOTT
CRD#: 119169 / SEC#: 801-114688
RIA
Registered Investment Advisory firm - (2/12/2019 Approved)Arizona
Registered Investment Advisory firm - (3/6/2019 Terminated)California
Registered Investment Advisory firm - (3/18/2019 Terminated)Florida
Registered Investment Advisory firm - (3/6/2019 Terminated)Georgia
Registered Investment Advisory firm - (12/3/2014 Terminated)Illinois
Registered Investment Advisory firm - (2/12/2019 Terminated)Kentucky
Registered Investment Advisory firm - (3/7/2019 Terminated)Louisiana
Registered Investment Advisory firm - (3/8/2019 Terminated)Maryland
Registered Investment Advisory firm - (11/17/2017 Terminated)Massachusetts
Registered Investment Advisory firm - (3/6/2019 Terminated)Michigan
Registered Investment Advisory firm - (3/7/2019 Terminated)Missouri
Registered Investment Advisory firm - (3/6/2019 Terminated)North Carolina
Registered Investment Advisory firm - (3/6/2019 Terminated)Ohio
Registered Investment Advisory firm - (3/6/2019 Terminated)Oklahoma
Registered Investment Advisory firm - (3/6/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/7/2019 Terminated)Tennessee
Registered Investment Advisory firm - (3/7/2019 Terminated)Texas
Registered Investment Advisory firm - (3/6/2019 Terminated)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
Oklahoma(8/14/2018)
IAR
Texas(6/29/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
F&
FINANCIAL & TAX ARCHITECTS, LLC
ADVANCED WEALTH MANAGEMENT | THE MASTERS CHOICE, INC. | SCOUT FINANCIAL GROUP | RETIREMENT INCOME BLUEPRINTS | PROFESSIONAL GROUP | NEW DAY FINANCIAL | NEST FINANCIAL ADVISORS | NATIONAL RETIREMENT CONSULTING | MIA SULAK | LFG FINANCIAL | KNOXVILLE RETIREMENT PLANNERS | JDR BASTION FINANCIAL GROUP | FTA WEALTH ADVISORS | FINANCIAL & TAX ARCHITECTS, LLC | FINANCIAL & TAX ARCHITECTS, INC. | FINANCIAL & TAX ARCHITECTS | CORE FINANCIAL MANAGEMENT | BROOKS, DAVID SCOTT
CRD#: 119169 / SEC#: 801-114688
RIA
Registered Investment Advisory firm - (2/12/2019 Approved)Arizona
Registered Investment Advisory firm - (3/6/2019 Terminated)California
Registered Investment Advisory firm - (3/18/2019 Terminated)Florida
Registered Investment Advisory firm - (3/6/2019 Terminated)Georgia
Registered Investment Advisory firm - (12/3/2014 Terminated)Illinois
Registered Investment Advisory firm - (2/12/2019 Terminated)Kentucky
Registered Investment Advisory firm - (3/7/2019 Terminated)Louisiana
Registered Investment Advisory firm - (3/8/2019 Terminated)Maryland
Registered Investment Advisory firm - (11/17/2017 Terminated)Massachusetts
Registered Investment Advisory firm - (3/6/2019 Terminated)Michigan
Registered Investment Advisory firm - (3/7/2019 Terminated)Missouri
Registered Investment Advisory firm - (3/6/2019 Terminated)North Carolina
Registered Investment Advisory firm - (3/6/2019 Terminated)Ohio
Registered Investment Advisory firm - (3/6/2019 Terminated)Oklahoma
Registered Investment Advisory firm - (3/6/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/7/2019 Terminated)Tennessee
Registered Investment Advisory firm - (3/7/2019 Terminated)Texas
Registered Investment Advisory firm - (3/6/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12412 Powerscourt Drive Suite 25, St. Louis, MO 63131
Mailing Address
Phone number
(314) 858-1122
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,347 |
| AUM (Assets Under Management) | $ 443,026,713 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
