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Jared William Hillman

Investment Adviser Representative at Simplicity Wealth

Minneapolis, MNCRD #6355723Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jared William Hillman is an investment adviser representative with Simplicity Wealth in Minneapolis, MN, where they have been registered since 2024. They have worked in the securities industry since 2014 and have been registered with 3 firms, including Simplicity Solutions, LLC and Sawtooth Asset Management, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Minnesota.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/6/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Simplicity WealthCurrent
4/2/2024 – Minneapolis, MN
Simplicity Solutions, LLC
3/12/2015 – 3/27/2024Minneapolis, MN
Sawtooth Asset Management, Inc.
10/6/2014 – 3/20/2015Minneapolis, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Sawtooth Asset Management
    Jun 2011 – Dec 2021Bloomington, MN
  2. Simplicity Solution
    Dec 2021 – Mar 2024Minneapolis, MN
  3. Simplicity Wealth
    Dec 2021 – no end date reportedMinnesota, MN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Simplicity Wealth

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsOther Investment Advisers

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
198
Offices listed on AdvisorFinder:
48
Main office:
Summit, NJ
SEC file number:
801-114798

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 8, 2026

View full firm profile

Other advisors at Simplicity Wealth

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jared William Hillman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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