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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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JH

Jess R. Hudson

VANTAGE FINANCIAL GROUP
Auburn, CA 95603
Some features on this profile are disabled
CRD#: 5676030
JH

Professional summary

Jess Ryan Hudson is a registered financial advisor currently at VANTAGE FINANCIAL GROUP located in Auburn, California.

Jess is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jess has worked at 2 firms and has passed the Series 65 exam.

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 Jess Ryan Hudson's 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 30, 2020 - Present

VANTAGE FINANCIAL GROUP

Office #1: 164 Maple St. Suite 1, Auburn, CA 95603
RIA
CRD#: 309675
Auburn, CA
Past

July 13, 2017 - July 29, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Auburn, CA

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
California
(7/30/2020)
IAR
Oregon
(5/5/2023)
IAR
Washington
(6/13/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/13/2017
Uniform Investment Adviser Law Examination

Current Firm

VF
VANTAGE FINANCIAL GROUP
HUDSON FINANCIAL SERVICES, INC. | VANTAGE FINANCIAL GROUP

CRD#: 309675 / SEC#:

California
Registered Investment Advisory firm - (7/30/2020 Approved)
Oregon
Registered Investment Advisory firm - (5/5/2023 Approved)
Washington
Registered Investment Advisory firm - (6/13/2024 Approved)
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Contact information

Main Address
164 Maple St. Suite 1, Auburn, CA 95603
Mailing Address
Phone number
(530) 906-1948
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts808
AUM (Assets Under Management)$ 118,600,000

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

VANTAGE FINANCIAL GROUP

CRD#: 309675Auburn, CA 95603

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