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Jeffrey Cyr Morneault

Hilltop Planning

Austin, TX

CRD 7422012

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Employer firm

Hilltop Planning CRD 334342

$1.72M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Hilltop Planning

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-30
  • TX RA
    APPROVED
    Since 2025-01-30

Branch Locations

Austin, TX • 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
Tcg Advisory Services Llc Austin TX 07/2021 07/2023
Austin Independent School District Austin TX 08/2011 08/2021
Hub International Chicago IL 08/2021 07/2023
Optas, Llc Austin TX 08/2023 12/2024
Hilltop Planning, Llc Austin TX 12/2024 Present
  • 07/2021 → 07/2023
    Tcg Advisory Services Llc
    Austin, TX
  • 08/2011 → 08/2021
    Austin Independent School District
    Austin, TX
  • 08/2021 → 07/2023
    Hub International
    Chicago, IL
  • 08/2023 → 12/2024
    Optas, Llc
    Austin, TX
  • 12/2024 → Present
    Hilltop Planning, Llc
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-08
  • S65 Uniform Investment Adviser Law Examination
    2021-06-08
Designations
  • Certified Financial Planner
Other Names
  • Jeff Morneault

View on SEC IAPD

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