Unclaimed Profile

Jeffrey Paul Hodges

JANUARY CAPITAL ADVISORS LLC·SAN FRANCISCO, California

SIE, Series 7, Series 66Clean record17 years registeredJANUARY CAPITAL ADVISORS LLC

855 SANSOME STREET, SAN FRANCISCO, CA 94111CRD# 5586331Firm CRD# 177514

Profile Verification

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

Identity

Jeffrey Paul Hodges · SAN FRANCISCO, CA

Registration

CRD #5586331 · JANUARY CAPITAL ADVISORS LLC · 17 years registered

Brand Profile

Not yet started

Career History

JANUARY CAPITAL ADVISORS LLC

May 2015 – present

AMERITAS INVESTMENT CORP

Oct 2008 – May 2015

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 21, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JANUARY CAPITAL ADVISORS LLC

CRD 177514 · SEC 801-111841

AUM

$216M

Regulatory assets under management

Employees

889 client accounts

Services offered by JANUARY CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JANUARY CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Paul Hodges offer?

Jeffrey Paul Hodges specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Jeffrey Paul Hodges's credentials?

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

Where is Jeffrey Paul Hodges located?

Jeffrey Paul Hodges is based in SAN FRANCISCO, California, working with JANUARY CAPITAL ADVISORS LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Jeffrey Paul Hodges charge for services?

Jeffrey Paul Hodges's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JANUARY CAPITAL ADVISORS LLC?

JANUARY CAPITAL ADVISORS LLC has approximately 4 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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