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.
Credentials
Series 66
Experience Industry experience
24 years
Location
Taylor, AZ
Cetera
Institution
Hilary Jones Rojo is a financial advisor with Cetera who holds a Series 66 credential and has 24 years of industry experience. She has worked at several firms, including LPL Financial and Securities America Inc. Outside of her advisory role, she serves as president of Holy Ghost Ranch, Inc., an animal rescue organization focused on the care and treatment of rescue horses. Cetera Investment Advisers LLC is an SEC-registered firm operating a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment options.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Taylor, AZ
Taylor AZ
Advisors at this office
1
Arizona
24 years of industry experience
FFEC Wealth Partners
2024 - Present • 2 years
Taylor, AZ
Cetera
2024 - Present • 2 years
Schaumburg, IL
Cetera Wealth Services, LLC
2024 - Present • 2 years
El Segundo, CA
LPL Financial, LLC
2020 - 2024 • 4 years
Show Low, AZ
Guardian Wealth Builders LLC
2014 - Present • 12 years
Taylor, AZ
Verus Capital Partners, LLC
2013 - 2024 • 11 years
Show Low, AZ
Securities America Inc
2013 - 2020 • 7 years
Show Low, AZ
Wells Fargo Clearing
2011 - 2013 • 2 years
AZ
Chase Investment Services Corp.
2008 - 2011 • 3 years
AZ
Investors Capital Corp.
2005 - 2008 • 3 years
Ameriprise
2002 - 2004 • 2 years
Riverside, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
CFP®, Series 63, Series 65
Snowflake, AZ
Boldin Advisors
Kevin Dunford is a CFP® with six years of industry experience, currently serving as a financial advisor at Boldin Advisors. His prior work includes roles at Better World Planning, Intuit, and Charles Schwab & Co., Inc. Outside of advisory work, he is the owner of KJD Investments LLC, focusing on options trading, and also works as a tax preparer with Intuit during tax season. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs Modern Portfolio Theory to recommend diversified, low-cost index mutual funds and ETFs within a long-term, buy-and-hold investment framework, emphasizing financial planning over ongoing asset management.
CFP®, Series 63
Snowflake, AZ
Edward Jones
Hyrum Cottrell is a CFP®-credentialed financial advisor with Edward Jones in Snowflake, AZ, with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, he is the owner of HTC Corp, which manages office property unrelated to his advisory work. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, supported by a national network of more than 23,700 advisors.
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