linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jon Derieck Hodges

Farther

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jon? Claim Your Profile

About Jon Derieck Hodges

Jon Derieck Hodges is a financial advisor currently registered with Farther in Cape Girardeau, MO. Jon has been in the industry since 1987 and has experience with TRIAD ADVISORS, INC., LOMBARD SECURITIES INCORPORATED, MML INVESTORS SERVICES, INC., G. R. PHELPS & CO., INC., and MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. Jon is a Certified Financial Planner and holds licenses for Series 6, Series 63, Series 65, and SIE. Jon's expertise includes financial planning, portfolio management for individuals, and pension consulting. Jon also manages DMH Property Services, LLC, a real estate rental business, in Cape Girardeau, MO.

Firm Information

Jon Hodges is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jon Hodges’s Registration & Firm History

CA

02/18/2025 - Present

Farther (SAN FRANCISCO CA)

MO

01/02/2002 - 12/31/2014

TRIAD ADVISORS, INC. (CAPE GIRARDEAU MO)

MD

09/29/1994 - 12/31/2001

LOMBARD SECURITIES INCORPORATED (BALTIMORE MD)

MA

05/31/1990 - 10/11/1994

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

08/07/1987 - 06/01/1990

G. R. PHELPS & CO., INC.

NA

05/29/1987 - 10/05/1987

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

NA

05/29/1987 - 08/14/1987

MML INVESTORS SERVICES, INC.

Not sure if Jon Derieck Hodges is right for you?

Licenses & Designations

IA

Issued 01/22/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/28/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jon Derieck Hodges.
Not sure if Jon Derieck Hodges is right for you?