Jennifer
Hill

Innovative Wealth Building LLC

CRD#5753954
Investment Advisor
in California, MD

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About this Advisor

Jennifer Hill is a financial advisor based in California, Maryland, working with Innovative Wealth Building LLC. Jennifer has previously held positions at First Command Financial Planning Inc, Missile Defence Agency, First Command Advisory Services, Inc, US Government, First Command, and Innovative Wealth Building LLC. Jennifer has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Maryland. Currently, Jennifer is part of Innovative Wealth Building LLC, which operates out of California, Maryland. The firm has 2 offices and 17 employees. The firm manages assets totaling $418.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Innovative Wealth Building LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

23567 Oak View Drive Suite A
California, MD 20619

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Innovative Wealth Building LLC Brokerage Details

Total Assets Under Management

$418,720,640

MD Average: $6,889,882,315
Total Number of Employees

17

MD Average: 45
Total Number of Accounts

3,301

MD Average: 765
Average Account Size

$126,847

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jennifer Hill Work History

2021 - Present (3 years)

Innovative Wealth Building LLC

2016 - 2021 (5 years)

First Command Advisory Services, Inc

2015 - 2016 (1 year)

First Command Financial Planning Inc

2015 - 2021 (6 years)

First Command

2011 - 2015 (4 years)

Missile Defence Agency

2007 - 2015 (8 years)

Us Governent

Disclosures

Please visit the SEC profile of Jennifer 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 Innovative Wealth Building LLC

Kennah Parham
California, MD
Lee Weinstein
Studio City, CA
Terry Parham
California, MD
Carman Kubanda
California, MD
Jennifer Hill
California, MD
Coy Baldwin
California, MD
Warren Brooks
California, MD

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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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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