Jon Hodges (CRD# 1656173) is an Investment Advisor Representative working at Anchor Pointe Wealth Management in Jackson, MO and has over 36 years of experience in the finance industry. Jon Hodges has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5589427
Alliance Wealth Advisors
CRD# 4465887
Alspaugh Wealth Management
CRD# 6505776
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anchor Pointe Wealth Management, LLC | Jackson, MO | May 2015 - Current | 8 |
| J. Derieck Hodges - Sole Proprietor | Jackson, MO | May 2014 - Current | 9 |
| Dmh Property Services, LLC | Jackson, MO | Jan 2012 - Current | 12 |
| J. Derieck Hodges - Sole Proprietor | Cape Girardeau, MO | Jun 2008 - Dec 2016 | 8 |
| Financial Planning Advisors, Inc. | Bethalto, IL | Jan 2003 - Jul 2015 | 12 |
| Triad Advisors, Inc. | Norcross, GA | Jan 2002 - Dec 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2003 |
- IL
- MO
- TX
-
Total Assets Under Management112MILLIONS
-
Total Number of Accounts813ACCOUNTS
-
Average Account Value$138,315
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IL, MO, TX
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