Jodi Hanson (CRD# 5421129) is an Investment Advisor Representative working at Envestnet Pmc in Seattle, WA and has over 11 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Envestnet Securities Inc. | Berwyn, PA | Jun 2023 - Current | < 1 |
Envestnet Asset Management | Chicago, IL | Jan 2019 - Current | 5 |
Robert W. Baird & Company | Bellevue, WA | Apr 2016 - Jan 2019 | 2 |
Cetera Advisor Networks LLC | El Segundo, CA | Nov 2015 - Apr 2016 | < 1 |
Gevers Wealth Management | Issaquah, WA | Nov 2015 - Apr 2016 | < 1 |
Coldstream Capital Managment Inc. | Bellevue, WA | Jun 2013 - Oct 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
S63 | Uniform Securities State Law Examination | Feb 2015 |
- IL
- WA
-
Total Assets Under Management426,072MILLIONS
-
Total Number of Accounts1,821,809ACCOUNTS
-
Average Account Value$233,873
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.