Jordan Hoit (CRD# 5724341) is an Investment Advisor Representative working at Cobalt Wealth Management in Bremerton, WA and has over 11 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cobalt Wealth Management | Port Orchard, WA | Jan 2021 - Current | 3 |
| Spray Center Electronics | Spokane, WA | Sep 2014 - Current | 9 |
| Jp Morgan Securities, LLC | Gig Harbor, WA | Jun 2014 - Sep 2014 | < 1 |
| Chase Bank | Gig Harbor, WA | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- WA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts43ACCOUNTS
-
Average Account Value$69,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
WA
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