Jo Ann C. Weinhardt

HUGHES FINANCIAL SERVICES

Herndon, VA 20171

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CRD#: 2426870

Professional summary

Jo Ann Cizek Weinhardt, who also goes by Jo Ann Cizek, is a registered financial advisor currently at HUGHES FINANCIAL SERVICES, LLC located in Herndon, Virginia.

Jo Ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jo Ann has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jo Ann Cizek

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jo Ann Cizek Weinhardt's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 9, 2017 - Present

HUGHES FINANCIAL SERVICES, LLC

Office #1: 2201 Cooperative Way Suite 150, Herndon, VA 20171

RIA

CRD#: 173195

Herndon, VA

Past

February 25, 1998 - April 18, 2016

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

RICHMOND, VA

Past

August 22, 1994 - January 21, 1998

FERRIS, BAKER WATTS, LLC

CRD#: 285

BALTIMORE, MD

Past

July 18, 1994 - August 15, 1994

ANDERSON & STRUDWICK, INCORPORATED

CRD#: 48

RICHMOND, VA

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".

HUGHES FINANCIAL SERVICES, LLC

CRD#: 173195 / SEC#: 801-80866

RIA

Registered Investment Advisory firm - (2/2/2015 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

Virginia
(11/9/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/9/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/29/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/18/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/22/2005

General Securities Principal Examination

Current Firm

HUGHES FINANCIAL SERVICES, LLC

CRD#: 173195 / SEC#: 801-80866

RIA

Registered Investment Advisory firm - (2/2/2015 Approved)

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Contact information

Main Address

2201 Cooperative Way Suite 150, Herndon, VA 20171

Mailing Address

Phone number

(703) 669-3660

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HUGHES FINANCIAL SERVICES, LLC APPENDIX I (7/7/2025)

Regulatory assets under management

Total Number of Accounts	2,110
AUM (Assets Under Management)	$ 616,361,633

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Jo Ann C. Weinhardt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jo Ann Cizek Weinhardt's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL BROKERAGE CORPORATION

FERRIS, BAKER WATTS, LLC

ANDERSON & STRUDWICK, INCORPORATED

Primary Firm SEC Registration

HUGHES FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/9/2017

Series 63

Date: 7/29/1994

SIE

Date: 4/18/2016

Series 7

Date: 7/15/1994

Series 24

Date: 12/22/2005

Current Firm

HUGHES FINANCIAL SERVICES, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HUGHES FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

Contact information

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