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Jeffrey Hodges

Encompass More Asset Management LLC

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About Jeffrey Hodges

Jeffrey Hodges is a registered representative associated with Encompass More Asset Management LLC. Jeffrey has been in the securities industry for over 13 years and has passed the Series 66 exam. Jeffrey Hodges is also a registered representative for Encompass More Investments, LLC. Jeffrey is located in Danville, CA and offers investment advisory services, including portfolio management for individuals. Jeffrey's art-related business includes selling paintings, modeling, and other artistic pursuits.

Firm Information

Jeffrey Hodges is currently registered with Encompass More Asset Management LLC. Encompass More Asset Management LLC is a registered investment advisor headquartered in Danville, CA. With a team of 43 licensed agents and investment advisor representatives, the firm manages approximately $228.5 million in assets for 2,835 clients, including individuals, high-net-worth individuals, and other investment advisors. Encompass More Asset Management LLC offers portfolio management services for individuals and does not participate in wrap fee programs.
Encompass More Asset Management LLC

390 DIABLO RD SUITE 100

DANVILLE, CA 94526

$228.53M

Assets Under Management

Not reported

Total Clients

53

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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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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percentage of assets

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

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Jeffrey Hodges’s Registration & Firm History

CA

10/15/2024 - Present

Encompass More Asset Management LLC (DANVILLE CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Hodges.
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