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JH

James R. Hill

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CRD#: 6920616
JH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Ryan Hill was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 2018. James had worked at 2 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 12, 2018 - March 5, 2020

ASHLEE PATTEN GROUP, LLC

RIA
CRD#: 167675
CHATTANOOGA, TN
Past

March 7, 2018 - January 2, 2025

THE PATTEN GROUP, INC.

RIA
CRD#: 168255
CHATTANOOGA, TN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


AP
ASHLEE PATTEN GROUP, LLC
ABJB, LLC | ASHLEE PATTEN GROUP, LLC

CRD#: 167675 / SEC#: 801-78071

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Contact information


Main Address
832 Georgia Avenue Suite 360, Chattanooga, TN 37402
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


ASHLEE PATTEN GROUP, LLC

CRD#: 167675

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