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JH

Jeffrey E. Hodges

ENCOMPASS MORE ASSET MANAGEMENT LLC
DANVILLE, CA 94526
Some features on this profile are disabled
CRD#: 7161924
JH

Professional summary

Jeffrey Earl Hodges, who also goes by Jeffrey Earl Hodges, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Danville, California and ENCOMPASS MORE INVESTMENTS, LLC located in Danville, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jeffrey has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeffrey Earl Hodges

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) Linescapes; Non-investment related; 797 Corbett Ave #6 San Francisco, CA 94131; Fine Art; Start: 09/2009; Owner; 1 hr./week devoted; 0 hrs./week during trading hrs; General disclosure for my art: selling paintings, modeling, etc. 2) Encompass More Asset Management; Investment-related; 390 Diablo Road, Suite 100, Danville CA 94526; Registered Investment Advisor; Compliance Manager; Start: 10/2024; 40 hrs./week during trading hrs.; General compliance, oversee operations and advisors.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Earl Hodges'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

October 15, 2024 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

Office #1: 390 Diablo Rd Suite 100, Danville, CA 94526
RIA
CRD#: 322382
DANVILLE, CA
Current

October 10, 2024 - Present

ENCOMPASS MORE INVESTMENTS, LLC

Office #1: 390 Diablo Road Suite #100, Danville, CA 94526
BD
CRD#: 318438
Danville, CA
Past

May 28, 2024 - July 13, 2024

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
San Francisco, CA
Past

September 29, 2023 - July 13, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
San Francisco, CA
Past

November 6, 2020 - July 17, 2024

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA
CRD#: 108559
San Francisco, CA
Past

July 31, 2020 - September 29, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
San Francisco, CA

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".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 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.
RR
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

RR
California
(10/10/2024)
IAR
California
(10/15/2024)
RR
Idaho
(4/6/2025)
RR
Indiana
(5/30/2025)
RR
Kansas
(4/6/2025)
RR
Louisiana
(6/30/2025)
RR
Oklahoma
(4/8/2025)
RR
Virginia
(2/11/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/6/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/31/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/6/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/4/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 Approved)
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Contact information

Main Address
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92

SEC notice filing (47 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

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts4,025
AUM (Assets Under Management)$ 581,910,000

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

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382Danville, CA 94526

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