Jordan
Hanson
Hcr Wealth Advisors
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About this Advisor
Jordan Hanson is a certified financial planner who works out of Los Angeles, California who has 1 year of industry experience. Hanson works at Hcr Wealth Advisors. Their career trajectory has included roles at Hcr Wealth Advisors and University Of Nevada. Hanson has a Series 65 license, qualifying them as an investment advisor representative, and can operate in California. Hcr Wealth Advisors is a financial advisory business operating out of Los Angeles, CA. It oversees $1 billion in assets under management between its 2,807 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 2,807 accounts, 51% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Hcr Wealth Advisors provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules largely are based on which services the firm provides the client. Fee types charged by Hcr Wealth Advisors likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hcr Wealth Advisors Brokerage Details
$1,374,499,224
16
2,807
$489,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jordan Hanson Work History
Jordan has been registered as a financial advisor for 1 years.*
Hcr Wealth Advisors
University Of Nevada
University Of Nevada
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jordan Hanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hcr Wealth Advisors
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
