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AH

Amy S. Hanophy

INNOVEST PORTFOLIO SOLUTIONS LLC
Denver, CO 80237
Some features on this profile are disabled
CRD#: 2809916
AH

Professional summary

Amy Susan Hanophy, who also goes by Amy Susan Jackson, is a registered financial advisor currently at INNOVEST PORTFOLIO SOLUTIONS LLC located in Denver, Colorado.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Amy has worked at 12 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amy Susan Jackson

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 Amy Susan Hanophy'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

February 22, 2026 - Present

INNOVEST PORTFOLIO SOLUTIONS LLC

Office #1: 7979 E. Tufts Ave. Suite 1700, Denver, CO 80237
RIA
CRD#: 106110
Denver, CO
Past

January 6, 2021 - May 17, 2024

WEALTHSPIRE RETIREMENT ADVISORY

RIA
CRD#: 121254
Denver, CO
Past

April 1, 2019 - January 5, 2021

BOK FINANCIAL SECURITIES, INC.

BD
CRD#: 17530
Denver, CO
Past

March 29, 2019 - January 4, 2021

BOK FINANCIAL ASSET MANAGEMENT, INC.

RIA
CRD#: 106507
Denver, CO
Past

December 20, 2017 - April 1, 2019

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
PHOENIX, AZ
Past

April 20, 2016 - July 26, 2017

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
PHOENIX, AZ
Past

August 8, 2014 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Denver, CO
Past

August 8, 2014 - April 1, 2019

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Denver, CO
Past

November 23, 2010 - April 1, 2019

WEALTHSPIRE RETIREMENT ADVISORY

RIA
CRD#: 121254
ALISO VIEJO, CA
Past

August 19, 2010 - August 8, 2014

FINANCIAL TELESIS INC

RIA
CRD#: 31012
DENVER, CO
Past

August 19, 2010 - August 8, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
DENVER, CO
Past

May 5, 2010 - August 16, 2010

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

January 13, 2009 - March 31, 2010

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
DENVER, CO
Past

January 5, 2009 - March 31, 2010

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DENVER, CO
Past

May 31, 2007 - November 12, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
DENVER, CO
Past

May 31, 2007 - November 12, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
DENVER, CO
Past

August 24, 2005 - March 26, 2007

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
DENVER, CO
Past

June 13, 2003 - March 26, 2007

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DENVER, CO
Past

January 1, 1999 - December 31, 2002

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
DENVER, CO
Past

November 18, 1997 - December 31, 2002

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

December 5, 1996 - November 10, 1997

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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".
IP
INNOVEST PORTFOLIO SOLUTIONS LLC
CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA
Registered Investment Advisory firm - (3/19/1996 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
Texas
(2/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/23/2005
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/12/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/6/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/3/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/10/1999
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/20/1999
General Securities Sales Supervisor - Options Module Examination

Current Firm

IP
INNOVEST PORTFOLIO SOLUTIONS LLC
CITYWIDE WEALTH MANAGEMENT | INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS | INNOVEST PORTFOLIO SOLUTIONS LLC | INNOVEST PORTFOLIO SOLUTIONS INC

CRD#: 106110 / SEC#: 801-51483

RIA
Registered Investment Advisory firm - (3/19/1996 Approved)
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Contact information

Main Address
7979 E. Tufts Ave. Suite 1700, Denver, CO 80237
Mailing Address
Phone number
(303) 694-1900
Established
Firm type
Fiscal year end
# of Employees
61

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INNOVEST PORTFOLIO SOLUTIONS LLC REVISED 2026 (3/6/2026)

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/31/2025
Cover Page
Report
03/19/2024
Cover Page
Report
04/26/2023
Cover Page
Report

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.

Company Information

INNOVEST PORTFOLIO SOLUTIONS LLC

CRD#: 106110Denver, CO 80237

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