John david Walker Hill
Investment adviser representative at Accurate Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$1.7BFirm assets
6 yearsFirm in business
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Accurate Wealth Management, LLCJul 2026 to now
- Aag Capital, IncJul 2026 to now
- J.P. Morgan Securities LLCMay 2022 to Jul 2026
- JPMorgan Chase Bank, N.A.May 2022 to Jul 2026
- Wells Fargo Clearing Services, LLCMar 2019 to May 2022
- Bank of America, N.A.Jan 2013 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Accurate Wealth Management, LLC
$1.7BAssets managed
2,612Clients
48Advisers
6 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
- 6101169
- Firm CRD
- 298137