Tareq Jallaf
Investment adviser representative at Hilltop Wealth & Tax Solutions
7 yearsExperience
1 stateRegistered in
$616.4MFirm assets
7 yearsFirm in business
Are you Tareq Jallaf? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Hilltop Wealth & Tax SolutionsMay 2026 to now
- Hilltop Wealth SolutionsAug 2021 to now
- UnemployedMay 2021 to Aug 2021
- Northern Illinois UniversityJan 2020 to May 2021
- Unique Wealth StrategiesApr 2019 to Nov 2019
- UnemployedJan 2019 to Mar 2019
- University of VermontAug 2014 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Hilltop Wealth & Tax Solutions
Legal name: Hiltop Partners, LLC
$616.4MAssets managed
837Clients
8Advisers
7 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
- 7113099
- Firm CRD
- 290981