Jeffrey HodgesCRD Number: 5586331
Current Firm: January Capital Advisors LLC
Jeffrey Hodges (CRD# 5586331) is an Investment Advisor Representative working at January Capital Advisors LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|January Capital Advisors LLC||San Francisco, CA||May 2015 - Current||2|
|Lpl Financial||San Francisco, CA||May 2015 - Current||2|
|Ameritas Life Insurance Corp Of New York||New York, NY||Sep 2011 - May 2015||3|
|Ameritas Investment Corp||Lincoln, NE||Sep 2008 - May 2015||6|
|Ameritas Life Insurance Company||Lincoln, NE||Sep 2008 - May 2015||6|
|San Francisco Associates||San Francisco, CA||Aug 2008 - Oct 2014||6|
|Acacia Life Insurance||Bethesda, MD||Sep 2008 - Dec 2011||3|
|Union Central Life Insurance||Cincinnati, OH||Sep 2008 - Dec 2011||3|
|Unemployed||San Francisco, CA||Mar 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management105MILLIONS
Total Number of Accounts320ACCOUNTS
Average Account Value$327,128
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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