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Jeffrey Leigh Hill

WMS Partners, LLC

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About Jeffrey Leigh Hill

Jeffrey Leigh Hill is a registered investment advisor representative with WMS Partners, LLC. Jeffrey is a Series 65 and Series 7 licensed professional. Jeffrey has been with WMS Partners, LLC since January 2014. Prior to that, Jeffrey worked with M Holdings Securities, Inc. in Timonium, MD. Jeffrey provides portfolio management services to pooled investment vehicles. Jeffrey's specializations include: Investment Advisory Services, Private Funds & Hedge Funds, Private Placements, and Real Estate.

Firm Information

Jeffrey Hill is currently registered with WMS Partners, LLC. WMS Partners, LLC is an investment adviser based in TOWSON, MD, with approximately $8.46 million in regulatory assets under management. They provide portfolio management for pooled investment vehicles and offer bill pay services. Their website addresses are: https://www.youtube.com/channel/UCyv2vCt8zSPD1ASHSl0yOwQ, HTTPS://WWW.WMSFAMILYOFFICE.COM, HTTP://WWW.WMS-PARTNERS.COM/, and HTTPS://WWW.LINKEDIN.COM/COMPANY/WMS-PARTNERS/.
WMS Partners, LLC

1 W. PENNSYLVANIA AVENUE

TOWSON, MD 21204

$8.46M

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffrey Hill’s Registration & Firm History

MD

12/20/2013 - Present

WMS Partners, LLC (TOWSON MD)

MD

12/06/2007 - 08/06/2009

M HOLDINGS SECURITIES, INC. (TIMONIUM MD)

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Licenses & Designations

IA

Issued 12/19/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Leigh Hill.
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