Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Vincent Hockenbrock is a registered Investment Advisor Representative with Ascensus Investment Advisors, LLC. Jeffrey has been in the industry since 2002 and is licensed in Massachusetts. Jeffrey has experience with Capital Analysts, Incorporated and First Allied Securities, Inc.. Jeffrey is also an affiliate of Newport Group Inc., an Ascensus company. Jeffrey may also offer insurance products through the firm or its affiliates. Jeffrey's specializations are portfolio management for pooled investment vehicles and state or municipal government entities.
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.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
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.
A percentage of the total value of assets under management is charged.
Percentage of program management fee and percentage of aua
1
2
CA
05/31/2023 - Present
Ascensus Investment Advisors, LLC (Berkeley CA)
OH
07/23/2003 - 08/23/2005
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
CA
02/11/2002 - 02/21/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 03/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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