Jethro S. Kollie

FOX HILL WEALTH MANAGEMENT

Dedham, MA 02026

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CRD#: 6600770

Professional summary

Jethro Saah Kollie, who also goes by Jet Kollie, is a registered financial advisor currently at FOX HILL WEALTH MANAGEMENT located in Dedham, Massachusetts.

Jethro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jethro has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jet Kollie

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.

Name of other business: Cushman & Wakefield; NOT investment-related; Address: Boston, MA; Nature of other business: Commercial Real Estate; Position: Commercial Real Estate Advisor; Title: Associate; Start Date: December 2022; Approx hours/month devoted: 80; # of hours devoted during trading hours: 80

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jethro Saah Kollie'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

August 28, 2024 - Present

FOX HILL WEALTH MANAGEMENT

Office #1: 84 Bridge Street, Dedham, MA 02026

RIA

CRD#: 321881

Dedham, MA

Past

April 18, 2019 - July 1, 2024

BECK BODE LLC

RIA

CRD#: 282611

DEDHAM, MA

Past

March 26, 2016 - April 12, 2019

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

WALTHAM, MA

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".

FOX HILL WEALTH MANAGEMENT

CRD#: 321881 / SEC#: 801-127922

RIA

Registered Investment Advisory firm - (5/4/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (5/15/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(8/28/2024)

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 65

Date: 12/13/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/30/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/26/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FOX HILL WEALTH MANAGEMENT

CRD#: 321881 / SEC#: 801-127922

RIA

Registered Investment Advisory firm - (5/4/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (5/15/2023 Terminated)

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Contact information

Main Address

84 Bridge Street, Dedham, MA 02026

Mailing Address

Phone number

(781) 613-2600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,131
AUM (Assets Under Management)	$ 251,789,085

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

Jethro S. Kollie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jethro Saah Kollie's CRS (Customer Relationship Summary).

Certified licenses

Experience

BECK BODE LLC

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

FOX HILL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2018

Series 63

Date: 12/30/2016

SIE

Date: 10/1/2018

Series 6

Date: 3/26/2016

Current Firm

FOX HILL WEALTH MANAGEMENT

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOX HILL WEALTH MANAGEMENT

TRUST BUT VERIFY

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