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RIA / WealthAdvisorCertified Financial Planner20 years in industry

JEFFREY WILBUR HILLIARD

Advisor at CRA FINANCIAL SERVICES, L.L.C.

Haddonfield, NJ | NORTHFIELD, NJ

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Search this name across graphsid dfx:ria:da347a68-82a6-33e8-b23f-b759abed03c3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 19, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CRA FINANCIAL SERVICES, L.L.C.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 18, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 18, 2006
First registration: May 19, 2006
Dual registered: no
Other names: JEFFREY WILBUR HILLIARD|JEFFREY HILLIARD
IAPD individual key: 5079266

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CRA FINANCIAL SERVICES, L.L.C.	Independent wealth	Sep 26, 2017	n/a	yes	Haddonfield, NJ\|NORTHFIELD, NJ	Current employment
THE PILLAR STRATEGIES	Asset manager	Mar 27, 2017	Sep 21, 2017	no	FLEMINGTON, NJ	Previous registration
PRESTIGE WEALTH MANAGEMENT GROUP, LLC	Independent wealth	Jun 20, 2013	Sep 21, 2017	no	FLEMINGTON, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 4, 2006	Mar 4, 2013	no	PENNINGTON, NJ\|NEW YORK, NY\|PENNINGTON, NJ	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 19, 2006	Jul 19, 2006	no	LAWRENCEVILLE, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRESTIGE WEALTH MANAGEMENT GROUP, LLC	THE PILLAR STRATEGIES	Sep 21, 2017	Mar 27, 2017	-178	Firm change after gap	Other
THE PILLAR STRATEGIES	CRA FINANCIAL SERVICES, L.L.C.	Sep 21, 2017	Sep 26, 2017	5	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PRESTIGE WEALTH MANAGEMENT GROUP, LLC	Mar 4, 2013	Jun 20, 2013	108	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 19, 2006	Oct 4, 2006	77	Firm change	Ibd to wirehouse

Relationships

Registered with (5)

→ CRA FINANCIAL SERVICES, L.L.C.Registered adviserregistration: current employment
Sep 26, 2017 to presentfactForm ADV
→ PRESTIGE WEALTH MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Jun 20, 2013 to Sep 21, 2017factForm ADV
→ THE PILLAR STRATEGIESRegistered adviserregistration: previous registration
Mar 27, 2017 to Sep 21, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 4, 2006 to Mar 4, 2013factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 19, 2006 to Jul 19, 2006factForm ADV

Dated events

No dated event names this entity yet.