Jared Hillman
Head of Trading at Simplicity Wealth at Simplicity Group
Based in Minneapolis, United States
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Seniority
Other
Department
Other
Location
Minneapolis
Industry
Financial Services
Company size
802
Contact information
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j•••••••@simplicitygroup.com
Phone
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Background
About Jared Hillman
I am the Head of Trading at Simplicity Wealth where I manage our 5-person trading desk. I have extensive knowledge of Unified Managed Account trading, Direct Indexing, Tax Loss Harvesting and Tax Transition services. I've spent over a decade building out our trading desk and have led the development and build out of sleeve level rebalancing software and has consulted with advisors on how to best grow their practice. Series 65 registered.
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