Unclaimed Profile

James Robert Hill

J.R. HILL & ASSOCIATES, INC.·PEPPER PIKE, Ohio

SIE, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredJ.R. HILL & ASSOCIATES, INC.

29225 CHAGRIN BLVD., PEPPER PIKE, OH 44122CRD# 2380585Firm CRD# 127391

Profile Verification

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

Identity

James Robert Hill · PEPPER PIKE, OH

Registration

CRD #2380585 · J.R. HILL & ASSOCIATES, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: J.R. HILL & ASSOCIATES, INC.

LPL FINANCIAL CORPORATION

Sep 2009 – Dec 2009

PEPPER PIKE, OH

WATERSTONE FINANCIAL GROUP, INC.

Jan 2006 – Sep 2009

PEPPER PIKE, OH

PEAK WEALTH SOLUTIONS

Jun 2005 – Dec 2020

PEPPER PIKE, OH

LINSCO/PRIVATE LEDGER CORP.

Oct 1999 – Jan 2006

PEPPER PIKE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 18, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEAK WEALTH SOLUTIONS, INC.

CRD 127391 · SEC 801-71071

AUM

$658M

Regulatory assets under management

Employees

2,012 client accounts

Services offered by PEAK WEALTH SOLUTIONS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

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 PEAK WEALTH SOLUTIONS, INC. →

Introduction

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Frequently Asked Questions

What services does James Robert Hill offer?

James Robert Hill specializes in Financial Planning, Investment Management.

What are James Robert Hill's credentials?

James Robert Hill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Robert Hill located?

James Robert Hill is based in PEPPER PIKE, Ohio, last registered with J.R. HILL & ASSOCIATES, INC..

How does James Robert Hill charge for services?

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

How large is J.R. HILL & ASSOCIATES, INC.?

J.R. HILL & ASSOCIATES, INC. has approximately 11 employees and manages $658M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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