Jacy R. Hixon

CROSSROADS ADVISOR NETWORK LLC

Gig Harbor, WA

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CRD#: 2868818

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 66, Series 65, Series 63, Series 7TO, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacy Ryan Hixon | Ryan Jacy Hixon | J. Ryan Hixon | Ryan Hixon

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacy Ryan Hixon'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

July 18, 2023 - Present

CROSSROADS ADVISOR NETWORK LLC

RIA

CRD#: 318072

Gig Harbor, WA

Current

November 15, 2022 - Present

DIRECTTRADE SECURITIES, LLC

Office #1: 7708 84th Avenue Ct Nw, Gig Harbor, WA 98335

CRD#: 315469

Gig Harbor, WA

Past

February 10, 2023 - June 9, 2023

CROSSROADS ADVISOR NETWORK LLC

RIA

CRD#: 318072

GIG HARBOR, WA

Past

November 26, 2013 - June 26, 2015

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

BELLEVUE, WA

Past

October 4, 2013 - July 1, 2015

TRUTINA FINANCIAL

RIA

CRD#: 148866

BELLEVUE, WA

Past

July 17, 2013 - October 14, 2013

PRIVATE CLIENT SERVICES, LLC

RIA

CRD#: 120222

SEATTLE, WA

Past

June 5, 2013 - October 14, 2013

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

LOUISVILLE, KY

Past

October 18, 2011 - March 27, 2013

SIGNATOR FINANCIAL SERVICES, INC.

RIA

CRD#: 19061

BELLEVUE, WA

Past

October 17, 2011 - March 27, 2013

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

BELLEVUE, WA

Past

September 15, 2004 - October 18, 2011

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

RENTON, WA

Past

July 16, 2003 - October 18, 2011

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

RENTON, WA

Past

October 29, 2001 - December 31, 2002

TRADE-WELL DISCOUNT INVESTING, LLC.

CRD#: 24645

SAN DIEGO, CA

Past

May 25, 2000 - August 11, 2003

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SAN DIEGO, CA

Past

June 1, 1998 - March 27, 2000

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

March 31, 1998 - June 1, 1998

JACK WHITE & COMPANY, INC.

CRD#: 7645

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/1/2023)

Florida
(12/21/2022)

Oregon
(11/18/2022)

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

State Security Law Exam

IAR

Series 66

Date: 7/21/2022

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/28/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/20/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/18/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/4/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 9/22/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 3/30/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/15/2022

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CROSSROADS ADVISOR NETWORK LLC

CRD#: 318072 / SEC#: 801-127323

RIA

Registered Investment Advisory firm - (6/9/2023 Terminated)

Washington

Registered Investment Advisory firm - (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).

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Contact information

Main Address

Gig Harbor, WA

Mailing Address

Phone number

(253) 254-6883

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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.

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Jacy R. Hixon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

DIRECTTRADE SECURITIES, LLC

CROSSROADS ADVISOR NETWORK LLC

PRIVATE CLIENT SERVICES, LLC

TRUTINA FINANCIAL

PRIVATE CLIENT SERVICES, LLC

PRIVATE CLIENT SERVICES, LLC

SIGNATOR FINANCIAL SERVICES, INC.

SIGNATOR FINANCIAL SERVICES, INC.

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

TRADE-WELL DISCOUNT INVESTING, LLC.

FIRST ALLIED SECURITIES, INC.

TD AMERITRADE, INC.

JACK WHITE & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2022

Series 65

Date: 12/28/1999

Series 63

Date: 4/20/1998

Series 7TO

Date: 3/18/2022

SIE

Date: 10/4/2021

Series 55

Date: 9/22/2000

Series 7

Date: 3/30/1998

Series 24

Date: 4/15/2022

FINRA

Current Firm

CROSSROADS ADVISOR NETWORK LLC

Contact information

Documents

Red Flags

Company Information

CROSSROADS ADVISOR NETWORK LLC

TRUST BUT VERIFY

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