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JH

Jodi C. Hanson

ENVESTNET PMC
Seattle, WA 98104
Some features on this profile are disabled
CRD#: 5421129
JH

Professional summary

Jodi Cecilia Hanson is a registered financial advisor currently at ENVESTNET PMC located in Seattle, Washington.

Jodi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jodi has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Jodi Cecilia Hanson'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

January 18, 2019 - Present

ENVESTNET PMC

Office #1: 701 5th Avenue, Floor 14, Seattle, WA 98104
RIA
CRD#: 111694
Seattle, WA
Past

April 25, 2016 - January 9, 2019

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
Bellevue, WA
Past

April 25, 2016 - January 9, 2019

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
Bellevue, WA
Past

November 2, 2015 - May 24, 2016

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
ISSAQUAH, WA
Past

November 2, 2015 - May 24, 2016

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
ISSAQUAH, WA
Past

January 12, 2015 - October 7, 2015

COLDSTREAM SECURITIES, INC.

BD
CRD#: 46835
BELLEVUE, WA
Past

June 4, 2013 - October 7, 2015

COLDSTREAM WEALTH MANAGEMENT

RIA
CRD#: 108805
BELLEVUE, WA
Past

January 17, 2013 - August 12, 2013

CUTLER INVESTMENT GROUP

RIA
CRD#: 128483
SEATTLE, WA

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".
EP
ENVESTNET PMC
ENVESTNET ADVISORY CORP. | QRG | ENVESTNETPMC, INC. | ENVESTNET | PMC | ENVESTNET | PLACEMARK | ENVESTNET PMC | ENVESTNET PLACEMARK | ENVESTNET CAPITAL MANAGEMENT | ENVESTNET ASSET MANAGEMENT, INC.

CRD#: 111694 / SEC#: 801-57260

RIA
Registered Investment Advisory firm - (2/10/2000 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
Illinois
(6/17/2019)
IAR
Washington
(1/18/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 2/5/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/3/2012
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/10/2015
General Securities Representative Examination

Current Firm

EP
ENVESTNET PMC
ENVESTNET ADVISORY CORP. | QRG | ENVESTNETPMC, INC. | ENVESTNET | PMC | ENVESTNET | PLACEMARK | ENVESTNET PMC | ENVESTNET PLACEMARK | ENVESTNET CAPITAL MANAGEMENT | ENVESTNET ASSET MANAGEMENT, INC.

CRD#: 111694 / SEC#: 801-57260

RIA
Registered Investment Advisory firm - (2/10/2000 Approved)
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Contact information

Main Address
222 N. Lasalle St., Suite 625, Chicago, IL 60601
Mailing Address
1000 Chesterbrook Boulevard, Suite 250, Berwyn, PA 19312
Phone number
(312) 827-2800
Established
Firm type
Fiscal year end
# of Employees
394

SEC notice filing (53 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

ENVESTNET ASSET MANAGEMENT ADV PART 2A (11/19/2025)
ENVESTNET ASSET MANAGEMENT ADV PART 2 APPENDIX 1 (11/19/2025)
ENVESTNET PRIVACY POLICY (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,021,610
AUM (Assets Under Management)$ 532,197,263,852

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

ENVESTNET PMC

CRD#: 111694Seattle, WA 98104

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