Jordan
Hillyer

Advocacy Wealth Management, LLC

CRD#6795598
Investment Advisor
in Atlanta, GA

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About this Advisor

Jordan Hillyer is a financial advisor operating out of Atlanta, Georgia who has 1 year of relevant experience. Hillyer currently works for Advocacy Wealth Management, LLC. During their career, Hillyer has held roles at Advocacy Wealth Management, LLC, Miami Marlins, Northwestern Mutual, Hillyer Group, Inc, Forge Consulting, LLC, Cherokee Town And Country Club, Kennesaw State University and Titans Sports Academy. Hillyer has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Georgia. Advocacy Wealth Management, LLC is a financial advisory firm operating out of Atlanta, GA. The firm has offices in four locations and a total of 22 employees. It oversees $1 billion in assets across its 1,444 accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 1,444 customer accounts, 28% are associated with high-net-worth investors who have at least $1 million in investable assets. Advocacy Wealth Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fees typically depend on which service is offered. However, fees billed by Advocacy Wealth Management, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3350 Riverwood Parkway Suite Gl-28
Atlanta, GA 30339-6401

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Advocacy Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,238,064,013

GA Average: $3,570,121,308
Total Number of Employees

22

GA Average: 58
Total Number of Accounts

1,444

GA Average: 1,608
Average Account Size

$857,385

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Jordan Hillyer Work History

Jordan has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Advocacy Wealth Management, LLC

2019 - Present (5 years)

Titans Sports Academy

2018 - Present (6 years)

Forge Consulting, LLC

2017 - 2017 (< 1 year)

Northwestern Mutual

2017 - 2018 (1 year)

Hillyer Group, Inc

2016 - 2017 (1 year)

Cherokee Town And Country Club

2015 - 2016 (1 year)

Miami Marlins

2012 - 2017 (5 years)

Kennesaw State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jordan Hillyer 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 Advocacy Wealth Management, LLC

Robinson Martin
Atlanta, GA
Nesha Zeigler
Atlanta, GA
Joseph Havasy
Atlanta, GA
Melissa Coleman
Atlanta, GA
Rush James
Atlanta, GA
Peter Scovill
Atlanta, GA
Ryan Vidal
Atlanta, GA
Timothy Denehy
Enfield, CT

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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