Jeremy
Hill

Lincoln Investment

CRD#6704641
Investment Advisor
in Atlantic Beach, FL

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About this Advisor

Jeremy Hill is a financial advisor based in Atlantic Beach, Florida, working with Lincoln Investment. Jeremy has previously held positions at Securian Financial Services Inc, Minnesota Life Insurance Co, Capital Financial Strategies, Aldi, Inc, Westminster College, Southern Boone Community Pool, Rover, Cetera Advisor Networks LLC, Cetera Investment Advisers LLC, Lincoln Investment, and Capital Analysts. Jeremy has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Jeremy is part of Lincoln Investment, which operates out of Atlantic Beach, Florida. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Atlantic Beach, FL

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Lincoln Investment Brokerage Details

Total Assets Under Management

$17,218,143,141

FL Average: $15,833,994,310
Total Number of Employees

1,297

FL Average: 41
Total Number of Accounts

203,427

FL Average: 3,342
Average Account Size

$84,640

FL Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jeremy Hill Work History

2023 - Present (1 year)

Lincoln Investment

2023 - Present (1 year)

Capital Analysts

2023 - 2023 (< 1 year)

Cetera Advisor Networks LLC

2023 - 2023 (< 1 year)

Cetera Investment Advisers LLC

2022 - 2023 (1 year)

Securian Financial Services Inc

2022 - 2023 (1 year)

Minnesota Life Insurance Co

2022 - 2023 (1 year)

Capital Financial Strategies

2020 - 2023 (3 years)

Rover

2017 - 2022 (5 years)

Aldi, Inc

2014 - 2017 (3 years)

Westminster College

2009 - 2014 (5 years)

Southern Boone Community Pool

Disclosures

Please visit the SEC profile of Jeremy Hill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Miriam Percy
Broken Arrow, OK
Annirose Womack
Verona, WI
Nellie Forst
Fort Washington, PA
Kimberly Cox
Lutz, FL
James Horris
Brookeville, MD
Matthew Phillips
Glendora, CA
Prabjyot Kaur
Fort Washington, PA
Devin Grayson
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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