Hillis Financial Services was founded by John L. (Jack) Hillis in 2001. Jack has more than 40 years of experience providing financial planning and asset management advice to individuals, corporate executives and business owners. Jack leads a friendly, knowledgeable, client-focused team and holds his securities registrations through LPL Financial.
Since 2006, Jack has been named to the LPL Financial Chairman’s Council, placing him among the top two percent of LPL Financial advisors nationwide based on revenue (2006-2017). This demonstrates his exceptional performance and commitment to client service.
Jack provides a deep understanding of the financial markets and a wealth of knowledge related to investment allocation, retirement planning, tax management minimization strategies and overall portfolio management. This invaluable experience has enabled him to help his clients in working toward building a foundation for their future.
Jack has been affiliated with the Boys & Girls Club of Silicon Valley for 25 years and served as President for three years. He enjoys golf, travel, wine collecting and professional sports. His wife Polly is an acclaimed fine art oil painter.
Registrations and Certifications:
- Securities registrations currently held with LPL Financial: FINRA Series 4, 7, 24, and 65.