Jeffrey Wilbur Hilliard
Investment adviser representative at Cra Financial Services, L.L.C.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Cra Financial Services, L.L.C.Sep 2017 to now
- The Pillar StrategiesMar 2017 to Sep 2017
- Triad Advisors, Inc.Mar 2013 to Sep 2017
- Prestige Wealth ManagementFeb 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Cra Financial Services, L.L.C.
$1.7BAssets managed
1,433Clients
12Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5079266
- Firm CRD
- 124004