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James Hill

Charles Schwab & Co., Inc.

Chestnut Hill, MA

CRD 2792884

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
  • TX RA
    APPROVED
    Since 2026-01-06

Branch Locations

1262 Boylston Street Floor 01, Chestnut Hill, MA 02467-2104 • 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
State Street Boston MA 10/2017 12/2025
Charles Schwab Chestnut Hill MA 12/2025 Present
Charles Schwab Bank Chestnut Hill MA 12/2025 Present
Hartford Investment Management Company Boston MA 09/2006 10/2017
  • 10/2017 → 12/2025
    State Street
    Boston, MA
  • 12/2025 → Present
    Charles Schwab
    Chestnut Hill, MA
  • 12/2025 → Present
    Charles Schwab Bank
    Chestnut Hill, MA
  • 09/2006 → 10/2017
    Hartford Investment Management Company
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-28
S63 Uniform Securities Agent State Law Examination 1996-10-18
  • S66 Uniform Combined State Law Examination
    2025-10-28
  • S63 Uniform Securities Agent State Law Examination
    1996-10-18
Other Names
  • James Michael Hill

View on SEC IAPD

Nearby Firms

SCHWAB WEALTH ADVISORY, INC.
ESPLANADE CAPITAL LLC
CITIZENS SECURITIES, INC.

Nearby Investors

Jonas Cole Killeen
TIFFANI L LEARY
ALEXANDER GURIN

Nearby Offices

SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA

More in Chestnut Hill, MA

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