Jonathan Hill
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Jonathan Hill? 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 assetsFixed or flat feeCommissionsPerformance-basedOther
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
10 years in the industry.
- Morgan Stanley Private Bank, N.AFeb 2026 to now
- Morgan StanleyJan 2026 to now
- Hill Connections, LLCNov 2019 to now
- Cetera Investment Advisers LLCSep 2025 to Jan 2026
- Cetera Wealth Services, LLCSep 2025 to Jan 2026
- Avantax Advisory ServicesJun 2025 to Sep 2025
- Avantax Insurance Agency, LLCJun 2025 to Sep 2025
- Avantax Investment Services Inc.Jun 2025 to Sep 2025
- Wymer Brownlee Wealth StrategiesJan 2024 to Jan 2026
- Oklahoma Farm Bureau InsuranceJan 2023 to Jan 2024
- Sidejob Inc.Aug 2022 to Jan 2023
- Doordash, Inc.Mar 2022 to Aug 2022
- Farmer's Insurance AgencyFeb 2022 to Mar 2022
- Amerisave Mortgage CorporationSep 2020 to Jan 2022
- Oklahoma State UniversityNov 2018 to Sep 2020
- Stillwater ScreenprintingMay 2018 to Nov 2018
- Braum'sMay 2017 to May 2018
- Kvc Behavioral HealthcareJun 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7980005
- Firm CRD
- 149777