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Jo Ann Cizek Weinhardt

HUGHES FINANCIAL SERVICES, LLC·HERNDON, Virginia
SIE, Series 7, Series 24, Series 63, Series 65Clean record8 years registeredHUGHES 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 · 8 years registered
Brand Profile
Not yet started
01

Career History

HUGHES FINANCIAL SERVICES, LLC
Nov 2017 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · November 9, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HUGHES FINANCIAL SERVICES, LLC
CRD 173195 · SEC 801-80866
AUM
$510M
Regulatory assets under management
Employees
10
2,739 client accounts
Services offered by HUGHES FINANCIAL SERVICES, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HUGHES FINANCIAL SERVICES, LLC →
Introduction

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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

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

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