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Jin Hu

Investment adviser representative at Agilis Investment Management LLC
11 yearsExperience
2 statesRegistered in
$123.8MFirm assets
1 yearFirm 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 assets

Services the firm offers

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

  • Portfolio management

Experience

11 years in the industry.

  1. Agilis Investment Management LLCJun 2025 to now
  2. Agilis Investment Managment LLCApr 2025 to now
  3. Round Rock Advisors LLCNov 2024 to Jun 2025
  4. Greenwich Investment Management, Inc.Oct 2015 to Oct 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 2 states (CT, TX).

Agilis Investment Management LLC

$123.8MAssets managed
212Clients
3Advisers
1 yearIn 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
7268157
Firm CRD
336358
Advisor's SEC record (opens in a new tab)
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