Jonathan Sobel
Investment adviser representative at Hilltop Securities Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$37.7BFirm assets
34 yearsFirm in business
Are you Jonathan Sobel? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Hilltop Securities Asset Management, LLCAug 2024 to now
- Hilltop Securities Inc.Feb 2024 to now
- RandstadNov 2022 to Feb 2024
- Wells Fargo Clearing ServicesNov 2022 to Feb 2024
- TD AmeritradeAug 2021 to Aug 2022
- UnemployedJan 2021 to Aug 2021
- TD AmeritradeSep 2020 to Jan 2021
- Dallas Baptist UniveristyMar 2020 to Sep 2020
- Dallas Baptist UniversityMay 2019 to Mar 2020
- Urban Outfitters inc.Sep 2018 to May 2019
- Dallas Baptist UniversityAug 2018 to Sep 2018
- Governer Gregg Abbot's Re-election CampaignMay 2018 to Aug 2018
- Dallas Baptist UniversityAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hilltop Securities Asset Management, LLC
$37.7BAssets managed
60Clients
25Advisers
34 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
- 7289455
- Firm CRD
- 110760