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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Todd Hill is a financial advisor at Financial & Tax Architects, LLC. Jason is a licensed investment advisor representative in Oklahoma and has been in the industry for over 20 years. Jason has experience with various financial services, including financial planning, educational seminars, and portfolio management for individuals. Jason is also a managing member of Hill Financial, Inc. which is a company he founded in 2005 for insurance and annuity sales.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OK
06/29/2024 - Present
Financial & TAX Architects, LLC (Luther OK)
OK
05/07/2013 - 03/15/2016
LPL FINANCIAL LLC (LUTHER OK)
OK
09/28/2004 - 05/07/2013
CENTAURUS FINANCIAL, INC. (OKLAHOMA CITY OK)
MN
08/12/2003 - 10/13/2004
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MO
09/27/2001 - 08/13/2003
EDWARD JONES (ST. LOUIS MO)
NY
10/10/2000 - 09/06/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
05/25/1999 - 07/21/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 10/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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