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Jo Ann Cizek Weinhardt

HUGHES FINANCIAL SERVICES, LLC·HERNDON, Virginia
Clean recordHUGHES FINANCIAL SERVICES, LLC
2201 COOPERATIVE WAY, HERNDON, VA 20171CRD# 2426870Firm CRD# 173195

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jo Ann Cizek Weinhardt · HERNDON, VA
Registration
CRD #2426870 · HUGHES FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jo Ann Cizek Weinhardt is a registered financial advisor based in HERNDON, Virginia, affiliated with HUGHES FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HUGHES FINANCIAL SERVICES, LLC
HUGHES FINANCIAL SERVICES, LLC
AUM
$510M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at HUGHES FINANCIAL SERVICES, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2426870
Firm CRD# 173195
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jo Ann Cizek Weinhardt offer?
Jo Ann Cizek Weinhardt specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HERNDON, Virginia for a consultation.
What are Jo Ann Cizek Weinhardt's credentials?
Jo Ann Cizek Weinhardt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jo Ann Cizek Weinhardt located?
Jo Ann Cizek Weinhardt is based in HERNDON, Virginia, working with HUGHES FINANCIAL SERVICES, LLC. Their office serves clients in the HERNDON metropolitan area and surrounding communities.
How does Jo Ann Cizek Weinhardt charge for services?
Jo Ann Cizek Weinhardt'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 HUGHES FINANCIAL SERVICES, LLC?
HUGHES FINANCIAL SERVICES, LLC has approximately 10 employees and manages $510M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HUGHES FINANCIAL SERVICES, LLC

Daniel Scott Hughes
HERNDON, VA
Paul Thomas Hughes
HERNDON, VA
Patrick Thomas Hughes
HERNDON, VA

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