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).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $159,978
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

IL, MO, TX

Financial Advisors at Anchor Pointe Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Jon D. Hodges
CRD#: 1656173
5303 Old Cape Road East, Jackson, MO 63755
96
Wealthminder
score

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.

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