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Jeffrey Robert Hillesland

Merit Financial Advisors

Charlotte, NC

Alpharetta, GA

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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-20
TX RA APPROVED 2025-03-20
  • NC RA
    APPROVED
    Since 2025-03-20
  • TX RA
    APPROVED
    Since 2025-03-20

Branch Locations

4235 South Stream Blvd, Ste 100, Charlotte, NC 28217 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 08/2015 03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 07/2017 03/2025
Synechron Charlotte NC 04/2017 06/2017
Unemployed Charlotte NC 06/2017 07/2017
Purshe Kaplan Sterling Investments Albany NY 03/2025 Present
Merit Financial Advisors Alpharetta GA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-15
S63 Uniform Securities Agent State Law Examination 2015-10-26
  • S65 Uniform Investment Adviser Law Examination
    2017-11-15
  • S63 Uniform Securities Agent State Law Examination
    2015-10-26
Other Names
  • Jeffrey R Hillesland
  • Jeffrey Robert Hillesland
  • Jeffrey Hillesland

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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