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Jason Todd Hill

Financial & Tax Architects, LLC

Luther, OK

CRD 3209702

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Employer firm

Financial & Tax Architects, LLC CRD 119169

$506M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • SUB-ADVISORY SERVICES

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

Current Employers
Financial & Tax Architects, Llc

12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-29
OK RA APPROVED 2018-08-14
  • TX RA
    APPROVED_RES
    Since 2024-06-29
  • OK RA
    APPROVED
    Since 2018-08-14

Branch Locations

Luther, OK • 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
Horter Investment Managament, Llc Cincinnati OH 03/2016 08/2018
Hill Financial, Inc. Edmond OK 01/2005 Present
Financial & Tax Architects, Inc. St. Louis MO 08/2018 Present
  • 03/2016 → 08/2018
    Horter Investment Managament, Llc
    Cincinnati, OH
  • 01/2005 → Present
    Hill Financial, Inc.
    Edmond, OK
  • 08/2018 → Present
    Financial & Tax Architects, Inc.
    St. Louis, MO
Previous Registrations
Other Businesses

The Name of the other business: Hill Financial, Inc. Investment Related?: Yes Address of other business: 18935 East Stonetree Lane,Luther, OK 73054 Nature of other business: LLC For my IAR/Insurance Commisions Your position: President/Managing Members Start Date: 01/2005 How many hours you devote to the other business per month: 160 How many hours you devote to the other business during securities trading hours: 160 Briefly describe your duties:Insurance and annuity sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-24
S63 Uniform Securities Agent State Law Examination 1999-07-23
  • S65 Uniform Investment Adviser Law Examination
    2000-10-24
  • S63 Uniform Securities Agent State Law Examination
    1999-07-23

View on SEC IAPD

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