Unclaimed Profile

William Jacob Hodges

MRA ASSOCIATES USA LLC·PHOENIX, Arizona

Series 65Clean record22 years registeredMRA ASSOCIATES USA LLC

3200 E. CAMELBACK ROAD, PHOENIX, AZ 85018CRD# 4761290Firm CRD# 152734

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Jacob Hodges · PHOENIX, AZ

Registration

CRD #4761290 · MRA ASSOCIATES USA LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MRA ASSOCIATES USA LLC

MRA ASSOCIATES

Jan 2012 – Apr 2020

PHOENIX, AZ

GENSPRING FAMILY OFFICES, LLC

Feb 2008 – Dec 2011

GREENWICH, CT

INLIGN WEALTH MANAGEMENT, LLC

Jun 2004 – May 2008

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 26, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MRA ASSOCIATES USA LLC

CRD 152734 · SEC 801-71045

AUM

$2.6B

Regulatory assets under management

Employees

2,424 client accounts

Services offered by MRA ASSOCIATES USA LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MRA ASSOCIATES USA LLC →

Introduction

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Frequently Asked Questions

What services does William Jacob Hodges offer?

William Jacob Hodges specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are William Jacob Hodges's credentials?

William Jacob Hodges is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Jacob Hodges located?

William Jacob Hodges is based in PHOENIX, Arizona, last registered with MRA ASSOCIATES USA LLC.

How does William Jacob Hodges charge for services?

William Jacob Hodges's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MRA ASSOCIATES USA LLC?

MRA ASSOCIATES USA LLC has approximately 56 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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