Jeffrey
Hockenbrock
Newport Group Consulting, LLC
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About this Advisor
Jeffrey Hockenbrock is a financial advisor based in Lake Mary, Florida with 9 years of industry experience. Hockenbrock works at Newport Group Consulting, LLC. Their career trajectory has included roles at Verisight, Inc, Interserv, LLC, Newport Group Consulting, LLC and Newport Group, Inc. Hockenbrock maintains a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in California. Newport Group Consulting, LLC is an advisory company that has its headquarters in Lake Mary, FL. It has $10 billion in total assets between its 589 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The business performs a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice usually vary depending on the services. However, fee types billed by Newport Group Consulting, LLC most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newport Group Consulting, LLC Brokerage Details
$10,396,176,875
38
589
$17,650,555
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jeffrey Hockenbrock Work History
Jeffrey has been registered as a financial advisor for 9 years.*
Newport Group Consulting, LLC
Newport Group, Inc
Interserv, LLC
Verisight, Inc
*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 Jeffrey Hockenbrock 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 Newport Group Consulting, LLC
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Auburndale, MA
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
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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