JH
John David W. Hill
ACCURATE WEALTH MANAGEMENT
WESLEY CHAPEL, FL 33544
Some features on this profile are disabled
CRD#: 6101169
JH
John David Walker HillACCURATE WEALTH MANAGEMENT
Professional summary
John David Walker Hill, who also goes by J.d. Hill, John David Hill, John S Hill, John W Hill, Johndavid W Hill, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Wesley Chapel, Florida and AAG CAPITAL, INC located in Wesley Chapel, Florida.
John David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. John David has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
J.d. Hill | John David Hill | John S Hill | John W Hill | Johndavid W 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.
Entity Name: TOP Jewish Foundation Investment related: Yes "Address: https://topjewishfoundation.org/ 13009 Community Campus Drive Tampa, FL 33625" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/02/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: TOP has played a critical role in securing and sustaining the Jewish future of Central Florida's Jewish community. Now, in our fourth decade, we endeavor to serve all Jewish communities seeking robust investment oversight, white-glove service, pro-Israel and anti-terror investment approaches, and a personal relationship with the legacy that is created through Jewish philanthropy. There is not a connection to my role at JPM and I would be on their investment committee assisting with their foundat
CRS (Client Relationship Summary) - RIA
Click below to view John David Walker 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
July 28, 2026 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544RIA
CRD#: 298137
WESLEY CHAPEL, FL
Current
July 20, 2026 - Present
AAG CAPITAL, INC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544BD
CRD#: 188
WESLEY CHAPEL, FL
Past
June 2, 2022 - August 6, 2026
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Tampa, FL
Past
June 2, 2022 - August 6, 2026
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Tampa, FL
Past
March 29, 2019 - June 7, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
TAMPA, FL
Past
March 29, 2019 - June 7, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
TAMPA, FL
Past
November 28, 2012 - April 1, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
TAMPA, FL
Past
September 21, 2012 - April 1, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
TAMPA, FL
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".
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 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.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
Arizona(8/5/2026)
RR
California(7/21/2026)
RR
Florida(7/21/2026)
IAR
Florida(7/28/2026)
RR
Georgia(7/21/2026)
RR
Kentucky(8/7/2026)
RR
Louisiana(8/6/2026)
RR
New Jersey(7/22/2026)
RR
Pennsylvania(7/21/2026)
RR
Tennessee(7/21/2026)
RR
Texas(8/3/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)Loading...
Contact information
Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
Phone number
(813) 994-0984
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,363 |
| AUM (Assets Under Management) | $ 1,148,887,091 |
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
ACCURATE WEALTH MANAGEMENT, LLC
CRD#: 298137Wesley Chapel, FL 33544TRUST BUT VERIFY
Monitor John David Hill
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
