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Jake Raymond Tocco

Hantz Financial Services, Inc.

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About Jake Raymond Tocco

Jake Raymond Tocco is an Investment Advisor Representative registered with Hantz Financial Services, Inc.. Jake's registration is currently active with the state of Michigan. Jake specializes in a variety of financial services, including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. Jake has been in the financial industry since 2022 and has previous work experience in various industries including retail, hospitality, and customer service.

Firm Information

Jake Tocco is currently registered with Hantz Financial Services, Inc.. Hantz Financial Services, Inc. is a corporation formed in June 1998 and headquartered in Southfield, Michigan. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Hantz Financial Services, Inc. has approximately 6.39 billion dollars in regulatory assets under management across 112,547 accounts, including 281 licensed agents and 297 registered representatives. The firm is registered with the SEC and in all 50 states.
Hantz Financial Services, Inc.

26200 AMERICAN DRIVE

SOUTHFIELD, MI 48034

$6.39B

Assets Under Management

2,701

Total Clients

335

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jake Tocco’s Registration & Firm History

MI

10/24/2024 - Present

Hantz Financial Services, Inc. (SOUTHFIELD MI)

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Licenses & Designations

IA

Issued 08/20/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jake Raymond Tocco.
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