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JH

Jennifer B. Hill

INNOVATIVE WEALTH BUILDING LLC
California, MD 20619
Some features on this profile are disabled
CRD#: 5753954
JH

Professional summary

Jennifer Brooks Hill, who also goes by Jeniffer N Brooks, Jennifer Nicole Brooks, is a registered financial advisor currently at INNOVATIVE WEALTH BUILDING LLC located in California, Maryland.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jennifer has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeniffer N Brooks | Jennifer Nicole Brooks

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) Independant licensed insurance agent; Investment related: Yes; Location: 23567 Oak View Drive, Ste, A California MD 20619 United States; Description: Independant insurance agent; Position Title: Member; Responsibilities Duties: From time to time may officer insurance products to advisory clients.; Start date: 2024-01-26; Hours per month during trading hours: 1; Hours per month outside trading hours: 1.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Brooks 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

July 9, 2021 - Present

INNOVATIVE WEALTH BUILDING LLC

Office #1: 23567 Oak View Drive Suite A, California, MD 20619
RIA
CRD#: 314942
California, MD
Past

January 5, 2016 - August 4, 2021

FIRST COMMAND ADVISORY SERVICES

RIA
CRD#: 281958
LEXINGTON PARK, MD
Past

August 13, 2015 - August 4, 2021

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
LEXINGTON PARK, MD

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".
IW
INNOVATIVE WEALTH BUILDING LLC
INNOVATIVE WEALTH BUILDING LLC

CRD#: 314942 / SEC#: 801-121542

RIA
Registered Investment Advisory firm - (6/21/2021 Approved)

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
Maryland
(7/9/2021)
IAR
Texas
(12/20/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/23/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/2/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/18/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/13/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

IW
INNOVATIVE WEALTH BUILDING LLC
INNOVATIVE WEALTH BUILDING LLC

CRD#: 314942 / SEC#: 801-121542

RIA
Registered Investment Advisory firm - (6/21/2021 Approved)
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Contact information

Main Address
23567 Oak View Drive Suite A, California, MD 20619
Mailing Address
Phone number
(240) 237-8086
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (22 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INNOVATIVE WEALTH BUILDING LLC WRAP FEE BROCHURE (10/7/2025)
ADV PART 2A- INNOVATIVE WEALTH BUILDING LLC (10/7/2025)

Regulatory assets under management

Total Number of Accounts3,877
AUM (Assets Under Management)$ 524,970,627

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

INNOVATIVE WEALTH BUILDING LLC

CRD#: 314942California, MD 20619

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