UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
19yrs
John Rivera has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Dallas, Texas. John has been with Hilltop Securities since 2025; before that, John spent six years at J.P. Morgan Securities. Hilltop Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 64% of advisors in Texas
Office8201 Preston Rd. Suite 600, Dallas, TX 75225
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$678,307
Advisors at the firm166
States licensed ?1 state
Services through Hilltop Securities
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowHilltop Securities Inc.Current firm
- 2019 – 2025J.P. Morgan Securities LLCPreviously
Contact John
(214) 953-4000Hilltop Securities main office 8201 Preston Rd. Suite 600Dallas, TX 75225Office · Get directions Firm websiteadvisors.hilltopsecurities.com/michael-forner
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Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Hilltop Securities at (214) 953-4000 and ask for John Rivera. John works from the Dallas, TX office.
How long has John been a financial advisor?
John has been in the industry since 2007, about 19 years. More experience than 64% of advisors in Texas.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Hilltop Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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