JH
JH

Jon Hansen

20 Years of Experience
Norfolk, NE
1 DisclosureBroker

Jon Hansen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Norfolk, NE, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1010 Riverside, Norfolk, NE, 68701

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2017
Denied
Other Business Activities

Jon owns CJ Hansen Properties LLC, a rental real estate business, and spends minimal time on it. He also owns J Hansen Wealth Strategies LLC, a support company, and spends minimal time on it as well.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2019 - Present · 7 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Edward Jones
January 2007 - January 2019 · 12 yrs
Edward JonesBroker
January 2006 - January 2019 · 13 yrs
State Registrations23 states
AKALAZCACOFLIAINKSMIMOMSNCNENHNVORPARISCSDTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jon Hansen - Financial Advisor | TrueAdvisor