Anchor Pointe Wealth Management
Anchor Pointe Wealth Management (CRD# 226643) is a financial advisory firm headquartered in Jackson, MO. They manage $46,073,780 in 288 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management46MILLION
Total Number of Accounts288ACCOUNTS
Average Account Value$159,978
- 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
IL, MO, TX
Jon Hodges (CRD# 1656173) is an Investment Advisor Representative working at Anchor Pointe Wealth Management in Jackson, MO and has over 30 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.