Jon-michael Carrick

HANSON FINANCIAL GROUP

DeLand, FL

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CRD#: 7838970

Professional summary

Jon-michael Carrick, who also goes by Jon Michael Carrick, is a registered financial advisor currently at HANSON FINANCIAL GROUP located in Deland, Florida.

Jon-michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jon-michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Michael Carrick

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.

Alta Peaks, Inc., 350 W. Victoria Trails BLVD, DeLand, FL 32724; Mr. Carrick is the Director and spends approximately 1 to 2 hours per month on administrative work related to this entity. Alta Peaks, Inc. is an investment holding company that used to sell market research reports but has not been active in that market for a couple of years.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon-michael Carrick'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

February 26, 2024 - Present

HANSON FINANCIAL GROUP

RIA

CRD#: 329223

DeLand, FL

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

Florida
(2/26/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/3/2023

Uniform Investment Adviser Law Examination

Current Firm

HANSON FINANCIAL GROUP

HANSON FINANCIAL GROUP | HANSON FINANCIAL GROUP, LLC

CRD#: 329223 / SEC#:

Florida

Registered Investment Advisory firm - (2/26/2024 Approved)

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Contact information

Main Address

350 W. Victoria Trails Blvd, Deland, FL 32724

Mailing Address

Phone number

(561) 214-3567

Established

Firm type

Fiscal year end

# of Employees

Documents

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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Jon-michael Carrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon-michael Carrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

HANSON FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/2023

Current Firm

HANSON FINANCIAL GROUP

Contact information

Documents

Red Flags

Company Information

HANSON FINANCIAL GROUP

TRUST BUT VERIFY

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