Jason Hill has been an investment adviser representative at Financial & Tax Architects since August 2018, and is not listed among the firm’s executive officers or direct owners.
Financial & Tax Architects, LLC is a St. Louis, MO firm with $506M under management, 1,574 clients and 40 advisers across 22 offices, as of its June 2026 filing.
Jason Hill is President of Retirement Income Blueprints, a practice affiliated with Financial & Tax Architects. His career began with two years in banking, followed by work with Merrill Lynch and Edward Jones as an investment advisory representative. From 2007 until 2016 he was an independent portfolio manager and investment advisory representative working with professional athletes and people in the entertainment industry.
Jason Hill’s longest registration is the current one, 8 years at Financial & Tax Architects since 2018. Before joining Financial & Tax Architects in 2018, Jason Hill was registered through Horter Investment Management, LLC and Level Four Advisory Services.
- – present · 8 yearsLuther, OK · Adviser representative · Firm CRD 119169
- Horter Investment Management, LLC– · 2 yearsLuthar, OK · Adviser representative · Firm CRD 119880
- Level Four Advisory Services– · 2 yearsOklahoma City, OK · Adviser representative · Firm CRD 134086
- Centaurus Financial, Inc.– · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 30833
- Centaurus Financial, Inc.– · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 30833
- Questar Capital Corporation– · 1 yearNorman, OK · Adviser representative · Firm CRD 43100
Investment adviser representative registrations
Jason Hill is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2018; the most recent is Texas, in June 2024.
- OklahomaSince 14 August 2018
- TexasResidentSince 29 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 October 2000 |
| Series 7 | General Securities Representative Examination | 9 October 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 July 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 May 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Todd Hill
- CRD
- 3209702
- Firm
- Financial & Tax Architects · CRD 119169
- Office
- Luther, OK
- Registration
- Investment adviser registration
- In the industry since
- August 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retirementincomeblueprints.com
Where does Jason Hill work?
Jason Hill is an investment adviser representative registered through Financial & Tax Architects, LLC since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jason Hill a financial advisor?
Yes. Jason Hill has a current investment-adviser registration in Oklahoma and Texas, through Financial & Tax Architects since August 2018.
How many years of experience does Jason Hill have?
Jason Hill has 23 years in the financial industry, since August 2003, across 5 adviser firms.
What exams has Jason Hill passed?
Jason Hill has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in May 1999. FINRA credited Jason Hill with the SIE, which began in October 2018.
Where did Jason Hill work before Financial & Tax Architects?
Before Financial & Tax Architects, Jason Hill was registered through Horter Investment Management, LLC, March 2016 to August 2018; Level Four Advisory Services, May 2013 to March 2016; Centaurus Financial, Inc., April 2012 to May 2013; Centaurus Financial, Inc., September 2004 to December 2005; Questar Capital Corporation, August 2003 to October 2004.
Where is Jason Hill based?
Jason Hill’s registered office is in Luther, OK.
Is Jason Hill registered with FINRA?
No. Jason Hill has no current broker registration.
How can I verify Jason Hill’s record?
Search CRD 3209702 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Hill’s full registration record.
David BrooksChief Executive Officer
Gordon HaavePresident and Chief Investment Officer- Paul FelschChief Compliance Officer & Legal Counsel