John D. Hill

EDGEROCK WEALTH MANAGEMENT

Denver, CO 80237

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CRD#: 5821108

Professional summary

John Douglas Hill, CFP®, who also goes by Jay Hill, John Douglas Hill, John Hill, is a registered financial advisor currently at EDGEROCK WEALTH MANAGEMENT located in Denver, Colorado.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 12 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Hill | John Douglas Hill | John 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.

Insurance Agent; Investment Related; Insurance Sales; Insurance Agent; 03/2025; Approx. 60 hours/month; Approx. 40 hours/month during trading hours; Insurance sales and service.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Douglas 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®

CFP^®

Certified Financial Planner

Experience

Current

March 4, 2025 - Present

EDGEROCK WEALTH MANAGEMENT

Office #1: 7001 East Belleview Ave Suite 800, Denver, CO 80237

RIA

CRD#: 312325

Denver, CO

Past

September 18, 2023 - March 28, 2025

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

LITTLETON, CO

Past

August 5, 2022 - June 22, 2023

NORTHSTAR INVESTMENT ADVISORY LLC

RIA

CRD#: 315965

Littleton, CO

Past

May 3, 2022 - May 16, 2022

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

Littleton, CO

Past

May 3, 2022 - May 16, 2022

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

June 16, 2020 - April 8, 2022

ROBINHOOD FINANCIAL, LLC

CRD#: 165998

Denver, CO

Past

November 4, 2019 - March 27, 2020

FACET

RIA

CRD#: 285961

Littleton, CO

Past

June 16, 2014 - November 22, 2019

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

LONE TREE, CO

Past

June 16, 2014 - November 22, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

Past

June 2, 2011 - April 23, 2014

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

DENVER, CO

Past

June 2, 2011 - April 23, 2014

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

DENVER, CO

Past

September 13, 2010 - May 13, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

LAKEWOOD, CO

Past

August 6, 2010 - May 13, 2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

LAKEWOOD, CO

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".

EDGEROCK WEALTH MANAGEMENT

EDGEROCK CAPITAL LLC | GREEN TREE WEALTH, INC. | EDGEROCK WEALTH MANAGEMENT

CRD#: 312325 / SEC#: 801-121314

RIA

Registered Investment Advisory firm - (5/27/2021 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

Colorado
(3/4/2025)

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 66

Date: 9/10/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/5/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/24/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/11/2014

General Securities Sales Supervisor - Options Module Examination

Current Firm

EDGEROCK WEALTH MANAGEMENT

EDGEROCK CAPITAL LLC | GREEN TREE WEALTH, INC. | EDGEROCK WEALTH MANAGEMENT

CRD#: 312325 / SEC#: 801-121314

RIA

Registered Investment Advisory firm - (5/27/2021 Approved)

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Contact information

Main Address

7001 East Belleview Ave Suite 800, Denver, CO 80237

Mailing Address

Phone number

(303) 780-7350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (8/6/2025)

Regulatory assets under management

Total Number of Accounts	1,457
AUM (Assets Under Management)	$ 470,476,415

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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Advisor Monitoring

Firm Stability Insights

John D. Hill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Douglas Hill's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDELMAN FINANCIAL ENGINES

NORTHSTAR INVESTMENT ADVISORY LLC

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

ROBINHOOD FINANCIAL, LLC

FACET

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

EDGEROCK WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2010

SIE

Date: 10/1/2018

Series 7

Date: 8/5/2010

Series 10

Date: 7/24/2014

Series 9

Date: 7/11/2014

Current Firm

EDGEROCK WEALTH MANAGEMENT

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EDGEROCK WEALTH MANAGEMENT

TRUST BUT VERIFY

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