Jackson
Hansen

Rock House Financial

CRD#7509806
Investment Advisor
in Farmington, UT

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About this Advisor

Jackson Hansen is a financial advisor based in Farmington, Utah with 1 year of industry experience. Hansen is an employee of Rock House Financial. Hansen has gained experience at Rh Advisors, LLC, Rock House Financial, Conservice, Berkshire Hathaway Homeservices, Student, Missionary, Papa John'S Pizza and Student. Hansen maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Utah. Rock House Financial is a registered investment company that has its headquarters in Farmington, UT. It oversees $180 million in assets under management across its 1,098 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm provides services to three charities and foundations. Of its 1,098 client accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets. Rock House Financial performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial management fee schedules typically are based on the services. However, fees charged by Rock House Financial may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

630 N Main Street
Farmington, UT 84025

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Rock House Financial Brokerage Details

Total Assets Under Management

$179,688,735

UT Average: $693,624,108
Total Number of Employees

11

UT Average: 12
Total Number of Accounts

1,098

UT Average: 1,115
Average Account Size

$163,651

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Jackson Hansen Work History

Jackson has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Rh Advisors, LLC

2022 - Present (2 years)

Rock House Financial

2020 - 2022 (2 years)

Conservice

2017 - 2022 (5 years)

Berkshire Hathaway Homeservices

2016 - 2020 (4 years)

Student, Missionary

2016 - 2016 (< 1 year)

Papa John'S Pizza

2012 - 2016 (4 years)

Student

*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 Jackson Hansen 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 Rock House Financial

Antonio Montes De Oca
Farmington, UT
Rhett Sorensen
Farmington, UT
Summer Parry
Farmington, UT
Jackson Hansen
Farmington, UT
Nicole Roberts
Farmington, UT
Ryan Anderson
Farmington, UT
Zachary Nelson
Farmington, UT
Robert Aamodt
Farmington, UT

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.

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