Jacob Hillyard, CFP®

Financial Planner at Domain Money
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte, North Carolina, United States, US
Languages
  • English Native or bilingual proficiency

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2022
    - Nov, 2024
  • Series 66
    NASAA
    Oct, 2020
    - Nov, 2024
  • Series 63
    NASAA
    Nov, 2019
    - Nov, 2024
  • Series 7
    FINRA
    Oct, 2019
    - Nov, 2024
  • Securities Industry Essentials (SIE)
    FINRA
    Aug, 2019
    - Nov, 2024
  • Financial Statement Modeling
    Wall Street Prep
    Nov, 2018
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Nov, 2017
    - Nov, 2024
  • Customer Service
    National Retail Federation
  • Sales
    National Retail Federation
  • South Carolina Life and Health Insurance
    South Carolina Department of Insurance

Experience

  • Domain Money
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Aug 2023 - Present

  • E*TRADE from Morgan Stanley
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Jan 2023 - Jul 2023

    • Associate Financial Consultant
      • Sep 2020 - Jan 2023

  • Vanguard
    • United States
    • Financial Services
    • 700 & Above Employee
    • Brokerage Investment Trader
      • Jan 2020 - Sep 2020

    • Client Relationship Associate
      • Aug 2019 - Dec 2019

  • Augusta National Golf Club
    • United States
    • Hospitality
    • 300 - 400 Employee
    • Sales and Supply Chain Specialist
      • Apr 2019 - Apr 2019

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Services Representative Intern
      • May 2018 - Aug 2018

      Assessed clients’ financial position and goals to produce a personal, affordable financial plan to help meet needs that included protection, savings, retirement planning and distribution. Assessed clients’ financial position and goals to produce a personal, affordable financial plan to help meet needs that included protection, savings, retirement planning and distribution.

Education

  • University of South Carolina
    Bachelor's degree, Finance and Management - 3.87 GPA
    2015 - 2019
  • International Business in New Zealand
    Business
    2018 - 2018

Community

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