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Jared William Hillman

Simplicity Wealth

Summit, NJ

Minneapolis, MN

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Current Employers
Simplicity Wealth

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-04-02
  • MN RA
    APPROVED
    Since 2024-04-02

Branch Locations

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

3600 American Blvd Suite 700, Minneapolis, MN 55437 • 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
Sawtooth Asset Management Bloomington MN 06/2011 12/2021
Simplicity Solution Minneapolis MN 12/2021 03/2024
Simplicity Wealth Minnesota MN 12/2021 Present
  • 06/2011 → 12/2021
    Sawtooth Asset Management
    Bloomington, MN
  • 12/2021 → 03/2024
    Simplicity Solution
    Minneapolis, MN
  • 12/2021 → Present
    Simplicity Wealth
    Minnesota, MN
Previous Registrations
  • 2015-03-12 → 2024-03-27
    Simplicity Solutions, Llc
    Minneapolis, MN
  • 2014-10-06 → 2015-03-20
    Sawtooth Asset Management, Inc.
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-06
  • S65 Uniform Investment Adviser Law Examination
    2014-10-06

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
BIANCO WEALTH ADVISORS LLC
FORZA INVESTMENT GROUP, LP
TSP CAPITAL MANAGEMENT GROUP, LLC
OPPENHEIMER & CO. INC.

Other Investors

Mark B. Lewis
DAVID MORRIS MARGOLIS
KENNETH ALAN FREELUND
Giselle Wright
Matthew James Pejkovic
NICHOLAS ALFRED PISCIOTTI
Anthony Lewis
KRISTINE CHARBONNEAU O'KEEFE

Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
J.P. MORGAN SECURITIES LLC · Summit, NJ
WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ
BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ
FORZA INVESTMENT GROUP, LP · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

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