Reno
Jones

Hilltop Securities Inc

CRD#2726980
Investment Advisor
in Sherman, TX

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About this Advisor

Reno Jones is a financial advisor based in Sherman, Texas with a total of 3 years of relevant experience. Jones is currently employed by Hilltop Securities Inc. Throughout their career, Jones has worked at Raymond James Financial Services, Rich Ranch LLC, Raymond James Financial Services Advisors Inc and Hilltop Securities Inc. Jones has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Arkansas, California, Colorado, Florida, Illinois, Louisiana, New Mexico, Oklahoma and Texas. Hilltop Securities Inc is a registered investment company that has its headquarters in Dallas, TX. The investment advisory business has offices in 16 locations and a total of 113 advisors. It administers $2 billion in total assets between its 4,476 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to seven charities and foundations. Of its 4,476 accounts, 17% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules largely depend on the services. However, fees billed by Hilltop Securities Inc likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2901 Overland Suite 200
Sherman, TX 75092

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Hilltop Securities Inc Brokerage Details

Total Assets Under Management

$1,730,433,320

TX Average: $3,042,739,679
Total Number of Employees

113

TX Average: 49
Total Number of Accounts

4,476

TX Average: 2,315
Average Account Size

$386,603

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Reno Jones Work History

Reno has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Hilltop Securities Inc

2011 - Present (13 years)

Raymond James Financial Services

2017 - 2020 (3 years)

Raymond James Financial Services Advisors Inc

2010 - 2015 (5 years)

Rich Ranch LLC

*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 Reno Jones 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 Hilltop Securities Inc

Diane Binford
Dallas, TX
Vito D'Angelo
Austin, TX
Robert Morales
Dallas, TX
William Humphreys
Austin, TX
Patrick Laborde
Austin, TX
Peter Cappos
Sherman Oaks, CA
Christopher Murray
Monterey, CA
Paige Herrick
Dallas, TX

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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