Jeffrey C. Morneault

HILLTOP PLANNING

AUSTIN, TX

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CRD#: 7422012

Professional summary

Jeffrey Cyr Morneault, who also goes by Jeff Morneault, is a registered financial advisor currently at HILLTOP PLANNING located in Austin, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jeffrey has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Morneault

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 Jeffrey Cyr Morneault'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

January 30, 2025 - Present

HILLTOP PLANNING

RIA

CRD#: 334342

AUSTIN, TX

Past

August 17, 2023 - December 2, 2024

OPTAS, LLC

RIA

CRD#: 299965

AUSTIN, TX

Past

January 4, 2022 - August 10, 2023

HUB INVESTMENT PARTNERS, LLC

RIA

CRD#: 307956

AUSTIN, TX

Past

August 3, 2021 - December 31, 2021

HUB INVESTMENT PARTNERS, LLC

RIA

CRD#: 307956

AUSTIN, TX

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

Texas
(1/30/2025)

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: 6/8/2021

Uniform Investment Adviser Law Examination

Current Firm

HILLTOP PLANNING

HILLTOP PLANNING | HILLTOP PLANNING LLC

CRD#: 334342 / SEC#:

Texas

Registered Investment Advisory firm - (1/30/2025 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

#186 6800 Westgate Blvd Ste 132, Austin, TX 78745

Phone number

(512) 222-9083

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey C. Morneault

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Cyr Morneault's CRS (Customer Relationship Summary).

Certified licenses

Experience

HILLTOP PLANNING

OPTAS, LLC

HUB INVESTMENT PARTNERS, LLC

HUB INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/8/2021

Current Firm

HILLTOP PLANNING

Contact information

Documents

Red Flags

Company Information

HILLTOP PLANNING

TRUST BUT VERIFY

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