Joseph Jones is a registered investment advisor at Hackman Financial Group, based in Cincinnati, OH, with 27 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 439 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hackman Financial Group's investment advisory fee ranges from 0.30% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. The fee may be negotiable. If an independent manager is used, the total blended fee will not exceed 2.00% annually.
Location
7355 E. Kemper Road, Cincinnati, OH, 45249
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph is a partner/co-owner in 4Majors Lawn & Landscape, a landscaping business, since 2010. He spends minimal time on this activity, and it is not investment-related.
Employment History
Current Registrations
Hackman Financial Group
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.