Jason C. Hilliard
Professional summary
Jason Christopher Hilliard is a registered financial advisor currently at FORECAST CAPITAL MANAGEMENT located in Arvada, Colorado and GREAT POINT CAPITAL LLC located in Chicago, Illinois.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jason has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason Christopher Hilliard's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 2, 2017 - Present
FORECAST CAPITAL MANAGEMENT
May 14, 2024 - Present
GREAT POINT CAPITAL LLC
Office #1: 200 West Jackson Blvd. Suite 1000, Chicago, IL 60606Office #2: 200 West Jackson Blvd. Suite 1000, Chicago, IL 60606September 16, 2016 - January 23, 2017
SOWELL MANAGEMENT
August 30, 2013 - April 12, 2017
CONCERT WEALTH MANAGEMENT
August 3, 2011 - September 6, 2013
MORGAN STANLEY
June 2, 2011 - September 6, 2013
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/2/2017)
(5/14/2024)
(5/14/2024)
(3/5/2025)
(3/25/2019)
Exams
Series 7TO
Date: 5/7/2024
General Securities Representative ExaminationFINRA
Current Firm
FORECAST CAPITAL MANAGEMENT
CRD#: 168833 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 357 |
| AUM (Assets Under Management) | $ 73,000,000 |
Red Flags
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