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Jason Hillard, Financial Advisor

FINANCIAL ADVISOR
Jason A Hillard

CFP®, CSRIC®
28 East Locust Street, Wilmington, OH 45177opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • College Savings
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Public Service Professionals
  • Values and Faith Based Investing
  • Estate & Legacy Strategies

About Jason

With everything going on in the world – politically, economically, and socially – we all want to make smart decisions with our money. If you're like me, you also want to organize and implement a plan that is sustainable around your own unique situation, goals and values.

I began my career with Edward Jones as a financial advisor in 2006. My passion is helping investors find confidence by aligning their portfolios to their goals and values based on their unique needs, wants and wishes. In addition, I enjoy helping my clients make sense of current headlines and market trends.

Angie, my...

Work History

  • Edward JonesAugust 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CSRIC®

    Chartered SRI Counselor™

Education

  • Ohio University-AthensBachelor of Engineering

Personal Interests

  • Reading
  • Traveling
  • Cycling
  • Gardening
  • Photography

Team Members

  • Angela Calendine
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 02:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(937) 382-7779

Fax

(888) 204-0218

Office Address

28 East Locust Street
Wilmington, OH 45177opens in a new window

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