Unclaimed Profile

John Jeffrey Bilberry

HYA ADVISORS, INC·SPRINGFIELD, Missouri

SIE, Series 7, Series 24, Series 66CFPClean record14 years registeredHYA ADVISORS, INC

1256 E KINGSLEY ST, SPRINGFIELD, MO 65804-7211CRD# 5202276Firm CRD# 106691

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Jeffrey Bilberry · SPRINGFIELD, MO

Registration

CRD #5202276 · HYA ADVISORS, INC · 14 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Nov 2022 – present

HYA ADVISORS, INC

Feb 2012 – Jul 2022

SPRINGFIELD, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · February 22, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HYA ADVISORS, INC

CRD 106691 · SEC 801-38828

AUM

$917M

Regulatory assets under management

Employees

2,290 client accounts

Services offered by HYA ADVISORS, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HYA ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does John Jeffrey Bilberry offer?

John Jeffrey Bilberry specializes in Financial Planning, Investment Management. Contact their office in SPRINGFIELD, Missouri for a consultation.

What are John Jeffrey Bilberry's credentials?

John Jeffrey Bilberry holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Jeffrey Bilberry located?

John Jeffrey Bilberry is based in SPRINGFIELD, Missouri, working with HYA ADVISORS, INC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does John Jeffrey Bilberry charge for services?

John Jeffrey Bilberry's firm is compensated through percentage of aum, hourly charges, subscription fees, other: monthly subscription fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HYA ADVISORS, INC?

HYA ADVISORS, INC has approximately 13 employees and manages $917M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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