AdvisorOS Directory
Claim Profile
JR

Jill Christine Raymond

HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.·CONCORD, California
Unclaimed Profile
2300 CLAYTON ROAD, SUITE 300, CONCORD, CA 94520CRD# 3141781Firm CRD# 290090
01

About

Jill Christine Raymond is a registered financial advisor based in CONCORD, California, affiliated with HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.
AUM
$692M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. →
Services
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Other: PERCENTAGE OF PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 3141781
Firm CRD# 290090
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CONCORD?

Browse all registered financial advisors in CONCORD, California or claim this profile if it's yours.

Browse CONCORD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jill Christine Raymond offer?
Jill Christine Raymond is a registered financial advisor in CONCORD, California. Contact their office for details on services offered.
What are Jill Christine Raymond's credentials?
Jill Christine Raymond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jill Christine Raymond located?
Jill Christine Raymond is based in CONCORD, California, working with HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Jill Christine Raymond charge for services?
Jill Christine Raymond's firm is compensated through percentage of aum, other: percentage of plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.?
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. has approximately 5 employees and manages $692M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CONCORD
Ted Fyke Angus — ASSETMARK, INC.Gary G. Zyla — ASSETMARK, INC.Claire Golveo Blue — ASSETMARK, INC.H. Michael Michael Kim — ASSETMARK, INC.Carrie Ellen Hansen — ASSETMARK, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile