Jeffrey L. Hull

SAVVYFI

Franklin, TN 37064

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CRD#: 6900487

Professional summary

Jeffrey Lewis Hull, who also goes by Jeff Lewis Hull, is a registered financial advisor currently at SAVVYFI located in Franklin, Tennessee.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Lewis Hull

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.

Passive real-estate leasing (sole-proprietor) | investment-related | Dallas-Fort Worth, Texas (no specific office address) | 100% owner of single-family residences that are leased to families | 100% owner of properties but not actively engaged in operating the businesses, and the business is completely separate from Savvy Financial | start date: 07/2011 | devote less than 1 hour a month to the business | devote 0 hours to the business during securities trading hours | duties are limited to general periodic oversight of property managers

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Lewis Hull'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

July 12, 2019 - Present

SAVVYFI

Office #1: 231 Public Square Suite 300, Pmb 6, Franklin, TN 37064

RIA

CRD#: 304337

Franklin, TN

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".

SAVVYFI

SAVVY FINANCIAL | SAVVYFI | SAVVY FINANCIAL, INC.

CRD#: 304337 / SEC#: 801-116822

RIA

Registered Investment Advisory firm - (6/21/2019 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

Tennessee
(7/12/2019)

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: 7/12/2019

Uniform Investment Adviser Law Examination

Current Firm

SAVVYFI

SAVVY FINANCIAL | SAVVYFI | SAVVY FINANCIAL, INC.

CRD#: 304337 / SEC#: 801-116822

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

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Contact information

Main Address

231 Public Square Suite 300, Pmb 6, Franklin, TN 37064

Mailing Address

Phone number

(615) 241-0144

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAVVY FINANCIAL BROCHURE ADV PART 2A-2B (9/8/2025)

Regulatory assets under management

Total Number of Accounts	319
AUM (Assets Under Management)	$ 1,001,686

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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Jeffrey L. Hull

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Lewis Hull's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAVVYFI

Primary Firm SEC Registration

SAVVYFI

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/2019

Current Firm

SAVVYFI

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAVVYFI

TRUST BUT VERIFY

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