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James Douglass Hoyt

ASCENDANT FINANCIAL SOLUTIONS, INC.·FLAGSTAFF, Arizona
SIE, Series 6, Series 7, Series 24, Series 26, Series 52TO, Series 53, Series 63, Series 6529 years registeredASCENDANT FINANCIAL SOLUTIONS, INC.
809 W. RIORDAN, FLAGSTAFF, AZ 86001CRD# 2264252Firm CRD# 116771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Douglass Hoyt · FLAGSTAFF, AZ
Registration
CRD #2264252 · ASCENDANT FINANCIAL SOLUTIONS, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

GENEOS WEALTH MANAGEMENT, INC.
Aug 2011 – present
HEFFERNAN ADVISORY, INC.
Jan 1997 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
Series 52TO
Series 53
Series 63
Series 65
Registration record
First registered · January 1, 1997
Years registered · 29
03

Disclosure History

2012Customer Dispute·Settled
2009Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ASCENDANT FINANCIAL SOLUTIONS, INC.
CRD 116771 · SEC 801-67175
AUM
$295M
Regulatory assets under management
Employees
10
618 client accounts
Services offered by ASCENDANT FINANCIAL SOLUTIONS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASCENDANT FINANCIAL SOLUTIONS, INC. →
Introduction

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05

Frequently Asked Questions

What services does James Douglass Hoyt offer?
James Douglass Hoyt specializes in Financial Planning, Investment Management. Contact their office in FLAGSTAFF, Arizona for a consultation.
What are James Douglass Hoyt's credentials?
James Douglass Hoyt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Douglass Hoyt located?
James Douglass Hoyt is based in FLAGSTAFF, Arizona, working with ASCENDANT FINANCIAL SOLUTIONS, INC.. Their office serves clients in the FLAGSTAFF metropolitan area and surrounding communities.
How does James Douglass Hoyt charge for services?
James Douglass Hoyt's firm is compensated through percentage of aum, subscription fees, other: fixed fees are only charged for financial planning arrangements.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASCENDANT FINANCIAL SOLUTIONS, INC.?
ASCENDANT FINANCIAL SOLUTIONS, INC. has approximately 10 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Blake Alexander Thibault
FLAGSTAFF, AZ

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