Unclaimed Profile

Jeffrey Michael Hugo

INR ADVISORY SERVICES, LLC·MEDIA, Pennsylvania

SIE, Series 7, Series 63ChFCClean record20 years registeredINR ADVISORY SERVICES, LLC

115 W. STATE STREET, MEDIA, PA 19063CRD# 1525710Firm CRD# 136996

Profile Verification

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

Identity

Jeffrey Michael Hugo · MEDIA, PA

Registration

CRD #1525710 · INR ADVISORY SERVICES, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INR ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC

May 2018 – Jan 2023

MEDIA, PA

INR ADVISORY SERVICES, LLC

Jun 2006 – Apr 2019

MEDIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · June 12, 2006

Years registered · 20

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INR ADVISORY SERVICES, LLC

CRD 136996 · SEC 801-64848

AUM

$1.0B

Regulatory assets under management

Employees

950 client accounts

Services offered by INR ADVISORY SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INR ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Michael Hugo offer?

Jeffrey Michael Hugo specializes in Investment Management, Fee-Only Advisory.

What are Jeffrey Michael Hugo's credentials?

Jeffrey Michael Hugo holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Michael Hugo located?

Jeffrey Michael Hugo is based in MEDIA, Pennsylvania, last registered with INR ADVISORY SERVICES, LLC.

How does Jeffrey Michael Hugo charge for services?

Jeffrey Michael Hugo'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 INR ADVISORY SERVICES, LLC?

INR ADVISORY SERVICES, LLC has approximately 10 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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