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Jacy Ryan Hixon

CROSSROADS ADVISOR NETWORK
GIG HARBOR, WA
·CRD# 2868818·28 years experience

Professional Summary

Jacy Ryan Hixon, who also goes by Jacy Ryan Hixon, Ryan Jacy Hixon, J. Ryan Hixon, Ryan Hixon, is a registered financial advisor currently at CROSSROADS ADVISOR NETWORK LLC located in Gig Harbor, Washington and DIRECTTRADE SECURITIES, LLC located in Gig Harbor, Washington. Jacy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jacy has worked at 11 firms and has passed the Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jacy Ryan Hixon, Ryan Jacy Hixon, J. Ryan Hixon, Ryan Hixon

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

CROSSROADS ADVISOR NETWORK LLC·CRD# 318072
RIA
Gig Harbor, WA
July 18, 2023 - Present
DIRECTTRADE SECURITIES, LLC·CRD# 315469
BD
1. 7708 84th Avenue Ct Nw, Gig Harbor, WA 983352. Gig Harbor, WA
November 15, 2022 - Present
CROSSROADS ADVISOR NETWORK LLC·CRD# 318072
RIA
Gig Harbor, WA
February 10, 2023 - June 9, 2023
PRIVATE CLIENT SERVICES, LLC·CRD# 120222
BD
Bellevue, WA
November 26, 2013 - June 26, 2015
TRUTINA FINANCIAL·CRD# 148866
RIA
Bellevue, WA
October 4, 2013 - July 1, 2015
PRIVATE CLIENT SERVICES, LLC·CRD# 120222
RIA
Seattle, WA
July 17, 2013 - October 14, 2013
PRIVATE CLIENT SERVICES, LLC·CRD# 120222
BD
Louisville, KY
June 5, 2013 - October 14, 2013
SIGNATOR FINANCIAL SERVICES, INC.·CRD# 19061
RIA
Bellevue, WA
October 18, 2011 - March 27, 2013
SIGNATOR FINANCIAL SERVICES, INC.·CRD# 19061
BD
Bellevue, WA
October 17, 2011 - March 27, 2013
PACIFIC WEST FINANCIAL CONSULTANTS INC·CRD# 108728
RIA
Renton, WA
September 15, 2004 - October 18, 2011
PACIFIC WEST SECURITIES, INC.·CRD# 6390
BD
Renton, WA
July 16, 2003 - October 18, 2011
TRADE-WELL DISCOUNT INVESTING, LLC.·CRD# 24645
BD
San Diego, CA
October 29, 2001 - December 31, 2002
FIRST ALLIED SECURITIES, INC.·CRD# 32444
BD
San Diego, CA
May 25, 2000 - August 11, 2003
TD AMERITRADE, INC.·CRD# 7870
BD
Omaha, NE
June 1, 1998 - March 27, 2000
JACK WHITE & COMPANY, INC.·CRD# 7645
BD
March 31, 1998 - June 1, 1998

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Current Firm

CA
CROSSROADS ADVISOR NETWORK LLC

CROSSROADS ADVISOR NETWORK LLC

CRD#: 318072 / SEC#: 801-127323
RIA
Registered Investment Advisory firm - SEC (6/9/2023 Terminated)
Washington
Registered Investment Advisory firm - Washington (7/18/2023 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Gig Harbor, WA

Phone Number

(253) 254-6883

# of Employees

2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

3

AUM (Assets Under Management)

$1,097,518

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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.

(1) ADVISOR SYSTEMS INC., 09/2021 - PRESENT; PRESIDENT AND CO-OWNER. NOT INVESTMENT RELATED; THIS IS A TECHNOLOGY COMPANY TO HELP FINANCIAL ADVISERS WITH BUSINESS SYSTEMS. APPROX. 5-10 HOURS PER WEEK DEVOTED, SOME DURING TRADING HOURS.
(2) CROSSROADS ADVISOR NETWORK LLC, 10/2021 - PRESENT; PRESIDENT, CCO AND CO-OWNER. REGISTERED INVESTMENT ADVISER UNDER APPLICATION WITH THE STATE OF WA. THIS IS AN INVESTMENT-RELATED ACTIVITY. APPROX. 20 HOURS PER WEEK DEVOTED, MOST DURING TRADING HOURS.
(3) SPADONI HILL LLC, 8/6/2020 - PRESENT. OWNER, GENERAL CONTRACTOR IN WA STATE. THIS LLC IS CURRENTLY DORMANT AND HAS NOT DONE ANY BUSINESS TO DATE BUT MAY BE USED IN THE FUTURE TO BUILD AND SEE HOUSES FOR FAMILY MEMBERS OR MYSELF. ZERO TIME DEVOTED CURRENTLY. NOT INVESTMENT RELATED.
(4) SELF-EMPLOYED BOOKKEEPING SERVICES AND SUPPORT, 04/2023 - PRESENT. MR. HIXON CURRENTLY ASSISTS 2 SMALL BUSINESSES WITH THEIR FINANCIAL BOOKKEEPING. NOT INVESTMENT-RELATED. DEVOTING 2-4 HRS. TO THIS BUSINESS PER MONTH.

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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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(1/1/2023)
RR
Florida
(12/21/2022)
RR
Oregon
(11/18/2022)
RR
Washington
(11/29/2022)
IAR
Washington
(7/18/2023)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2022About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1998About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2021About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Sep 2000

Series 7 — General Securities Representative Examination

Passed Mar 1998About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Apr 2022About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jacy Ryan Hixon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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