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Jonathan Sobel

Hilltop Securities Inc.

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About Jonathan Sobel

Jonathan Sobel is a registered representative and investment advisor representative with Hilltop Securities Inc., Momentum Independent Network Inc. and Hilltop Securities Asset Management, LLC. Jonathan is licensed in Texas. Jonathan has over 10 years of experience in the financial industry and is currently serving 9 clients. Jonathan primarily serves clients in Texas. Jonathan has earned the Series 66, Series 63, Series 7 and SIE licenses.

Firm Information

Jonathan Sobel is currently registered with Hilltop Securities Inc.. Hilltop Securities Inc. is a corporation formed in 1991 and headquartered in Dallas, Texas. They are a registered investment advisor with over $1 billion in assets under management, serving a diverse client base including individuals, corporations, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, educational seminars, and publication of periodicals. Their website and LinkedIn profile provide further information about their services and team.
Hilltop Securities Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.87B

Assets Under Management

9

Total Clients

402

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

12b-1 fees

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Jonathan Sobel’s Registration & Firm History

TX

08/07/2024 - Present

Hilltop Securities Inc. (DALLAS TX)

MO

01/03/2023 - 02/14/2024

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

TX

11/29/2021 - 09/03/2022

TD AMERITRADE, INC. (Southlake TX)

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Licenses & Designations

BOTH

Issued 08/06/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/30/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jonathan Sobel.
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