Jeffrey Rushworth Hill

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → Present
  Insight Capital Management
  Queensbury, NY
• 07/2007 → 07/2017
  Financial West Group
  Westlake Village, CA
• 07/2017 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → 10/2024
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2017-08-01 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2007-07-18 → 2017-07-31
  Financial West Group
  Traverse City, MI
  Queensbury, NY
  Irvine, CA
  Queensbury, NY
• 2007-04-03 → 2007-07-18
  Brookstreet Securities Corporation
  San Juan Capistrano, CA
  Queensbury, NY

Other Businesses

1) INSIGHT CAPITAL MANAGEMENT POSITION: owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1990 ADDRESS: 58 Sarah Jen Dr, Queensbury NY 12804, United States DESCRIPTION: fixed insurance and annuities 2)TEMPLE BETH EL - TEMPLE BOARD MEMBER* 3)WEEKLY RENTAL via VRBO - VACATION HOME ON MARTHA'S VINEYARD 46 HARBOR VIEW AVE. EDGARTOWN, MA 02539 OWNER/LANDLORD SECURE RENTAL CONTRACTS AND MAINTENANCE OF HOME.* Limited from Renting to clients 4) BOAT DRIVER - ON OCCASION, USUALLY WEEKENDS IN AUGUST, DRIVE A SKI BOAT FOR GUESTS OF THE LODGES. CRESTHAVENLODGES.COM - LESS THAN 1%, 20 HOURS PER YEAR 5) HILL CHAPPY HOUSE POSITION: owner NATURE: vacation rental INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 46 Harbor View Ave, Edgartown MA 02539, United States DESCRIPTION: rent and maintain the house 6) WARREN COUNTY FOSTER CARE POSITION: foster parent NATURE: not a business entity INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 58 Sarah Jen Dr, Queensbury NY 12804, United States DESCRIPTION: generally short term foster parent for Warren County NY 7) TEMPLE BETH EL POSITION: Board Trustee NATURE: Jewish Temple INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 3 Marion Ave, Glens Falls NY 12801, United States DESCRIPTION: Usual board member responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2007-03-22
• S63 Uniform Securities Agent State Law Examination
  1989-04-05