Jonathan Edward Hill

Current Employers

Employment History

• 07/2001 → Present
  Self Employed
  Durham , NC
• 05/2006 → 03/2019
  Questar Asset Mamagement
  Ann Arbor, MI
• 12/2006 → 03/2019
  Questar Capital Corporation
  Durham, NC
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Durham, NC
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Durham, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Durham, NC

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Durham, NC
• 2006-05-30 → 2019-03-01
  Questar Asset Management, Inc.
  Durham, NC
  Durham, NC
• 2005-04-22 → 2006-06-14
  Usallianz Securities, Inc.
  Durham, NC
  Durham, NC
  Cornelius, NC
• 2001-12-31 → 2003-11-14
  Securian Financial Services, Inc.
  Durham, NC

Other Businesses

1. JONATHAN E. HILL POSITION: Insurance Sales/Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/01/1995 ADDRESS: 3200 Croasdaile Dr. Suite 704, Durham NC 27705, United States DESCRIPTION: Act as a broker for individuals and groups with health insurance, life and disability needs. I handle the quoting, sales and implementation of plans. 2. JONATHAN E. HILL POSITION: Trustee NATURE: I act as Trustee for a family trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/18/2006 ADDRESS: 3200 Croasdaile Dr. Suite 704, Durham NC 27705, United States DESCRIPTION: I am the trustee of a trust for my parents. The assets are held in a Transamerica Variable annuity. The annuity pays a monthly income to my parents. My only duties are to prepare the tax documents for this trust. 3. JONATHAN E. HILL POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/20/2018 ADDRESS: 3200 Croasdaile Dr. Suite 704, Durham NC 27705, United States DESCRIPTION: I own the building and collect rent of 125.00 per month from Marlene Slieter of Slieter Solutions. She uses the front office in my condo. Her rent goes toward covering my annual taxes on my condo.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-03
• S63 Uniform Securities Agent State Law Examination
  1995-10-27

Other Names

• Jonathan Edward Hill