UBS Financial Services
47yrs
Top advisor by experience in Pasadena
6yrs
Jill Hou has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Pasadena, California. Jill joined Merrill in 2021, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office800 E Colorado Blvd, Pasadena, CA 91101
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- 2021 – nowMerrillCurrent firm
Contact Jill
(800) 637-7455Firm headquarters in New York, NY. Ask for Jill. 800 E Colorado BlvdPasadena, CA 91101Office · Get directions
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Questions to ask Jill
Tailored to Jill’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jill
How do I contact Jill?
Call Merrill at (800) 637-7455 and ask for Jill Hou. Jill works from the Pasadena, CA office.
How long has Jill been a financial advisor?
Jill has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Jill hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jill a fiduciary?
Jill is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jill paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jill 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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