Jason
Hovde

Cambridge Investment Research Advisors, Inc

CRD#2846255
Investment Advisor
in Denver, CO
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About this Advisor

Jason Hovde is a certified financial planner based in Denver, Colorado, who has been in the industry for 16 years. Hovde works at Cambridge Investment Research Advisors, Inc. Hovde has gained experience at Linsco Private Ledger, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, College For Financial Planning, Financial Planning Standards Boards, University Of Colorado Boulder, Pricewaterhousecoopers, Llp, Hovde Wealth Management and Axa Advisors, LLC. Hovde maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to work in Colorado. Cambridge Investment Research Advisors, Inc is an advisory business that has its headquarters in Denver, Colorado. The company has offices in 1,728 locations and a total of 2,672 people on staff. It manages $40 billion in assets across its 225,374 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 175 charitable organizations. Of its 225,374 client accounts, just 7% belong to high-net-worth investors who have at least $1 million in assets. The firm performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial management largely depend on which services are offered. Fees billed by Cambridge Investment Research Advisors, Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

3801 East Florida Avenue Suite 400
Denver, CO 80210

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

CO Average: $9,259,360,772
Total Number of Employees

2,857

CO Average: 166
Total Number of Accounts

276,236

CO Average: 7,189
Average Account Size

$160,469

CO Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Jason Hovde Work History

Jason has 16 years of experience.

2018 - Present (1 year)

Cambridge Investment Research, Inc

2018 - Present (1 year)

Cambridge Investment Research Advisors, Inc

2018 - 2018 (< 1 year)

Axa Advisors, LLC

2017 - 2017 (< 1 year)

University Of Colorado Boulder

2017 - 2017 (< 1 year)

Pricewaterhousecoopers, Llp

2016 - 2017 (1 year)

Financial Planning Standards Boards

2013 - 2016 (3 years)

College For Financial Planning

2007 - 2013 (6 years)

Linsco Private Ledger

2002 - 2013 (11 years)

Hovde Wealth Management

Disclosures

Jason Hovde has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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