Jan C. Hilfer

EISENHILFER CAPITAL LLC

Lincoln, RI 02865

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CRD#: 6276311

Professional summary

Jan C Hilfer, who also goes by Jan C Hilfer, Jan Hilfer, is a registered financial advisor currently at EISENHILFER CAPITAL LLC located in Lincoln, Rhode Island.

Jan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jan C Hilfer | Jan Hilfer

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jan C Hilfer'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®

None

Experience

Current

June 30, 2022 - Present

EISENHILFER CAPITAL LLC

Office #1: 6 Blackstone Valley Place Suite 302a, Lincoln, RI 02865

RIA

CRD#: 321763

Lincoln, RI

Past

February 10, 2014 - July 4, 2022

EDWARD JONES

RIA

CRD#: 250

GREENVILLE, RI

Past

January 21, 2014 - July 4, 2022

EDWARD JONES

CRD#: 250

GREENVILLE, RI

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

Florida
(1/7/2025)

IAR

Louisiana
(12/5/2022)

IAR

Rhode Island
(6/30/2022)

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: 2/7/2014

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: 1/21/2014

General Securities Representative Examination

Current Firm

EISENHILFER CAPITAL LLC

CRD#: 321763 / SEC#:

Florida

Registered Investment Advisory firm - (1/7/2025 Approved)

Louisiana

Registered Investment Advisory firm - (12/5/2022 Approved)

Rhode Island

Registered Investment Advisory firm - (6/28/2022 Approved)

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Contact information

Main Address

6 Blackstone Valley Place Suite 302a, Lincoln, RI 02865

Mailing Address

Phone number

(401) 900-8908

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	221
AUM (Assets Under Management)	$ 25,196,669

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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Jan C. Hilfer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jan C Hilfer's CRS (Customer Relationship Summary).

Certified licenses

Experience

EISENHILFER CAPITAL LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 2/7/2014

SIE

Date: 10/1/2018

Series 7

Date: 1/21/2014

Current Firm

EISENHILFER CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EISENHILFER CAPITAL LLC

TRUST BUT VERIFY

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