Jeffrey Hodges
Jeffrey Hodges is a registered investment advisor at January Capital Advisors LLC, based in San Francisco, CA, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 236 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
January Capital Advisors offers wrap comprehensive portfolio management services. Please see the Wrap Fee Program Brochure for details on fees and compensation arrangements.
Location
333 Bush Street, 4th Floor, San Francisco, CA, 94104
Get directionsHistory
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 ActivitiesSells Insurance
Jeffrey is associated with January Capital Advisors as a registered investment advisor, dedicating all of his time to this role. He is also a licensed insurance agent offering insurance products, spending a minimal amount of time on this activity.
Employment History
Current Registrations
January Capital Advisors LLC
Previous Registrations
LPL Financial LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
State Registrations1 state
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.