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Jason Alan Hillard

Investment adviser representative at Edward Jones
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1TFirm 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Edward JonesAug 2018 to now
  2. Montgomery County TreasurerMar 2017 to May 2018
  3. Cuso Financial Services, LPApr 2011 to Mar 2017
  4. Wright-patt Credit UnionApr 2011 to Mar 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (OH).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
5157532
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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