Jonathan Vander Hoek, financial advisor Lakewood CO
97 score

Jonathan Vander Hoek

CRD Number: 6071228
Current Firm: Primerica Advisors
Compensation Model: Fee Only

Jonathan Vander Hoek (CRD# 6071228) is an Investment Advisor Representative working at Primerica Advisors in Lakewood, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Lakewood, CO Nov 2013 - Current 3
Primerica Financial Services Lakewood, CO Apr 2013 - Current 3
Employment Management Services At Colorado Christian University Lakewood, CO Aug 2012 - Apr 2013 < 1
Northwestern Mutual Lakewood, CO May 2012 - Apr 2013 < 1
Staples Glendale, CO Jul 2011 - Jul 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Nov 2013
S65 NASAA Investment Advisors Law Examination Feb 2014
S26 Investment Company and Variable Contracts Products Principal Examination (IP) Jun 2014
Contact Info for Jonathan Vander Hoek
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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