Ronald
Hodge

Eversource Wealth Advisors, LLC

CRD#6602487
Investment Advisor
in Jacksonville, FL

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About this Advisor

Ronald Hodge is a financial advisor based in Jacksonville, Florida, working with Eversource Wealth Advisors, LLC. Ronald has previously held positions at Securian Financial Services Inc, Minnesota Life Insurance Co, Capital Financial Strategies, Camden County School District, Nassaucounty School District, and Eversource Wealth Advisors, LLC. Ronald has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Ronald is part of Eversource Wealth Advisors, LLC, which operates out of Jacksonville, Florida. The firm has 21 offices and 59 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eversource Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12574 Flagler Center Blvd Suite 101
Jacksonville, FL 32258

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Eversource Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,694,361,660

FL Average: $1,620,585,161
Total Number of Employees

59

FL Average: 52
Total Number of Accounts

8,119

FL Average: 1,560
Average Account Size

$331,859

FL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Ronald Hodge Work History

2023 - Present (1 year)

Eversource Wealth Advisors, LLC

2016 - 2023 (7 years)

Securian Financial Services Inc

2016 - 2023 (7 years)

Minnesota Life Insurance Co

2016 - 2023 (7 years)

Capital Financial Strategies

2015 - 2016 (1 year)

Camden County School District

2011 - 2015 (4 years)

Nassaucounty School District

Disclosures

Please visit the SEC profile of Ronald Hodge 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 Eversource Wealth Advisors, LLC

Ezekiel Ortiz-Clark
Knoxville, TN
James Vandenheuvel
Jacksonville, FL
John Burch
Birmingham, AL
Joseph Simpson
Jackson, MS
Conor Maguire
Fairfax, VA
Jonathan Tue
Jacksboro, TN
Grant Twogood
Scottsdale, AZ
Micky Reeves
Mckinney, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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