Jeff Hood
Jeff Hood is a registered investment advisor at Bankers Life Advisory Services, INC., based in SAN Luis Obispo, CA, with 10 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
994 Mill Street Ste 250, SAN Luis Obispo, CA, 93401
Get directionsHistory
Regulatory History (1)
Criminal
December 2001Other Business ActivitiesSells Insurance
Jeff is an insurance branch sales manager at Bankers Life since 2009, managing a team of agents and responsible for hiring and training. He is also appointed with KFA through BLC, allowing agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
State Registrations4 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.