Jon D. Hodges
FARTHER
Cape Girardeau, MO 63701
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CRD#: 1656173
Professional summary
Jon Derieck Hodges, CFP®, who also goes by Derieck Hodges, is a registered financial advisor currently at FARTHER located in Cape Girardeau, Missouri.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jon has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Biography
My wife, Maureen, and I have two children, and enjoy spending time with our three grandchildren. When not hanging out with our friends and family, we love working in the yard, hiking or biking.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Debt Management
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
Derieck Hodges
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of other business: DMH Property Services, LLC; Is business Investment related: No; Address of other business: Cape Girardeau, MO; Nature of other business: Residential real estate rental. Your position: Managing Member; Start date of relationship: 01/2012; Approx. # of hours /month devote to other business: 2; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: rent collection, payables and repair management.
CRS (Client Relationship Summary) - RIA
Click below to view Jon Derieck Hodges's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
February 18, 2025 - Present
FARTHER
Office #1: 1427 Thomas Drive, Cape Girardeau, MO 63701RIA
CRD#: 302050
Cape Girardeau, MO
Past
July 7, 2015 - February 18, 2025
ANCHOR POINTE WEALTH MANAGEMENT
RIA
CRD#: 226643
CAPE GIRARDEAU, MO
Past
January 23, 2003 - July 8, 2015
FINANCIAL PLANNING ADVISORS, INC.
RIA
CRD#: 122625
CAPE GIRARDEAU, MO
Past
January 2, 2002 - December 31, 2014
TRIAD ADVISORS LLC
BD
CRD#: 25803
CAPE GIRARDEAU, MO
Past
September 29, 1994 - December 31, 2001
LOMBARD SECURITIES INCORPORATED
BD
CRD#: 27954
BALTIMORE, MD
Past
May 31, 1990 - October 11, 1994
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
August 7, 1987 - June 1, 1990
G. R. PHELPS & CO., INC.
BD
CRD#: 173
Past
May 29, 1987 - August 14, 1987
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Past
May 29, 1987 - October 5, 1987
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 2682
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(2/18/2025)
IAR
Texas(2/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
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Contact information
Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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Company Information
FARTHER
CRD#: 302050Cape Girardeau, MO 63701TRUST BUT VERIFY
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Contact information
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