JH
JH

Jordan Thomas Hillyer

3 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,487 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA, 30339-6401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jordan coaches a baseball team at the Titans Sports Academy, dedicating about 10-20% of their time to this activity. Jordan is also an agent for Forge Consulting LLC, an insurance agency, spending a few hours per week servicing and placing insurance products.

Employment History
Current Registrations
Advocacy Wealth Management, LLC
September 2022 - Present · 3 yrs 5 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.