Jin Hu has been Chief Executive Officer/Chief Compliance Officer of Agilis Investment Management since April 2025, is a control person of the firm and directly owns 75% or more of it. Jin Hu studied at Northeastern University.
Agilis Investment Management LLC is a Wilton, CT firm with $124M under management, 212 clients and 4 advisers in one office, as of its May 2026 filing.
Jin Hu is Chief Executive Officer of Agilis Investment Management, based in Wilton, Connecticut. She focuses on selecting stocks that generate high income, using fundamental, technical and out-in-the-field approaches to analysis. Her 23-year career in the financial industry includes project management, compliance and business analysis.
Jin Hu’s longest registration was 4 years at Greenwich Investment Management, Inc. (2020–2024). Before joining Agilis Investment Management in 2025, Jin Hu was registered through Round Rock Advisors LLC and Greenwich Investment Management, Inc.
- – present · 1 yearWilton, CT · Adviser representative · Firm CRD 336358
- Round Rock Advisors LLC– · under a yearWilton, CT · Adviser representative · Firm CRD 286007
- Greenwich Investment Management, Inc.– · 4 yearsNorwalk, CT · Adviser representative · Firm CRD 127161
Investment adviser representative registrations
Jin Hu is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in June 2025.
- ConnecticutSince 13 June 2025
- TexasResidentSince 11 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 November 2020 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7268157
- Firm
- Agilis Investment Management · CRD 336358
- Role
- Chief Executive Officer/Chief Compliance Officer
- Office
- 187 DANBURY ROAD, SUITE 206, Wilton, CT 06897
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- agilisim.com
Where does Jin Hu work?
Jin Hu has been Chief Executive Officer/Chief Compliance Officer of Agilis Investment Management LLC since April 2025, and is a control person of the firm.
Is Jin Hu a financial advisor?
Yes. Jin Hu has a current investment-adviser registration in Connecticut and Texas, through Agilis Investment Management since June 2025.
How many years of experience does Jin Hu have?
Jin Hu has 5 years in the financial industry, since November 2020, across 3 adviser firms.
What exams has Jin Hu passed?
Jin Hu passed the Series 65 in November 2020.
Where did Jin Hu work before Agilis Investment Management?
Before Agilis Investment Management, Jin Hu was registered through Round Rock Advisors LLC, November 2024 to June 2025; Greenwich Investment Management, Inc., November 2020 to November 2024.
Where is Jin Hu based?
Jin Hu’s registered office is in Wilton, CT.
Is Jin Hu registered with FINRA?
No. Jin Hu has no current broker registration.
How can I verify Jin Hu’s record?
Search CRD 7268157 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jin Hu’s full registration record.