Advisor at Hilltop Securities inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hilltop Securities inc.
Location
Sherman, TX 75092
Credentials
Series 63, Series 65
Industry experience
29 years
Reno Jones is a financial advisor with Hilltop Securities Inc. in Sherman, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Hilltop Securities since 2020 and previously spent nine years at Raymond James Financial Services. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment solutions through an open-architecture platform, including adviser-managed and model-based programs, along with unique features such as municipal bond strategies co-advised with Franklin Templeton Group.
Based on Hilltop Securities inc.
Based on Hilltop Securities inc.
Financial planning quarterly or annual fixed fees vary depending on scope and complexity
$0 - $249,999: 2.25% (Aviator/Co-Pilot individual securities accounts) $250,000 - $499,999: 2.00% (Aviator/Co-Pilot individual securities accounts) $500,000 - $999,999: 1.75% (Aviator/Co-Pilot individual securities accounts) $1,000,000+: 1.50% (Aviator/Co-Pilot individual securities accounts) $0 - $249,999: 1.75% (Aviator/Co-Pilot mutual fund/ETF/UIT only accounts) $250,000 - $499,999: 1.50% (Aviator/Co-Pilot mutual fund/ETF/UIT only accounts) $500,000 - $999,999: 1.25% (Aviator/Co-Pilot mutual fund/ETF/UIT only accounts) $1,000,000+: 1.00% (Aviator/Co-Pilot mutual fund/ETF/UIT only accounts) $0 - $249,999: 3.00% (Passport Series SMA equity/balanced portfolios) $250,000 - $499,999: 2.40-2.50% (Passport Series SMA equity/balanced portfolios) $500,000 - $999,999: 2.15-2.25% (Passport Series SMA equity/balanced portfolios) $1,000,000 - $4,000,000: 1.90-2.00% (Passport Series SMA equity/balanced portfolios) $5,000,000+: 1.75-1.85% (Passport Series SMA equity/balanced portfolios) $0 - $249,999: 1.55-1.65% (Passport Series SMA fixed income portfolios) $250,000 - $499,999: 1.40-1.50% (Passport Series SMA fixed income portfolios) $500,000 - $999,999: 1.25-1.35% (Passport Series SMA fixed income portfolios) $1,000,000 - $4,000,000: 1.05-1.15% (Passport Series SMA fixed income portfolios) $5,000,000+: 0.90-1.00% (Passport Series SMA fixed income portfolios) $0 - $249,999: 2.35% (Passport Series Momentum Pathways UMA accounts) $250,000 - $499,999: 2.30% (Momentum Pathways UMA accounts) $500,000 - $999,999: 2.10% (Momentum Pathways UMA accounts) $1,000,000 - $4,000,000: 1.90% (Momentum Pathways UMA accounts) $5,000,000+: 1.70% (Momentum Pathways UMA accounts) $0 - $249,999: 3.00% (Gateway FSP ETF/equity/balanced portfolios) $250,000 - $499,999: 2.50% (Gateway FSP ETF/equity/balanced portfolios) $500,000 - $999,999: 2.00% (Gateway FSP ETF/equity/balanced portfolios) $1,000,000+: 1.85% (Gateway FSP ETF/equity/balanced portfolios) $0 - $249,999: 1.65% (Gateway FSP fixed income portfolios) $250,000 - $499,999: 1.50% (Gateway FSP fixed income portfolios) $500,000 - $999,999: 1.35% (Gateway FSP fixed income portfolios) $1,000,000+: 1.15% (Gateway FSP fixed income portfolios) $0 - $249,999: 1.75% (Gateway FSP mutual funds) $250,000 - $499,999: 1.50% (Gateway FSP mutual funds) $500,000 - $999,999: 1.25% (Gateway FSP mutual funds) $1,000,000+: 1.10% (Gateway FSP mutual funds) $0 - $250,000: 3.00% (Compass UMA) $250,000 - $500,000: 2.50% (Compass UMA) $500,000 - $1,000,000: 2.25% (Compass UMA) $1,000,000 - $4,000,000: 2.00% (Compass UMA) $4,000,000+: 1.85% (Compass UMA) $0 - $249,999: 1.75% (Endeavor Program) $250,000 - $499,999: 1.50% (Endeavor Program) $500,000 - $999,999: 1.25% (Endeavor Program) $1,000,000+: 1.00% (Endeavor Program) $0 - $29,999: 2.25% (Navigator UMA) $30,000 - $499,999: 2.00% (Navigator UMA) $500,000 - $999,999: 1.75% (Navigator UMA) $1,000,000+: 1.50% (Navigator UMA)
$250 to $500 per hour for financial planning/consulting services
Account minimum: $25,000 Fee-only: Financial planning/consulting hourly fees $250 to $500 per hour; quarterly or annual fixed fees vary by scope and complexity
2901 Overland, Suite 200
Sherman, TX 75092
Arkansas · California · Colorado · Florida · Illinois · Louisiana · New Mexico · Oklahoma · Texas
Hilltop Securities Inc.
2020 - Present (6 years)
Raymond James Financial Services Advisors Inc.
2017 - 2020 (3 years)
Raymond James financial Services
2011 - 2020 (9 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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