Jon
Murdock
Hohimer Wealth Management, LLC
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About this Advisor
Jon Murdock is a financial advisor based in Seattle, Washington who has 1 year of industry experience. Murdock currently works for Hohimer Wealth Management, LLC. Over the course of their career, Murdock has held roles at University Of Phoenix, Edward Jones and Hohimer Wealth Management. Murdock maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Washington. Hohimer Wealth Management, LLC is an advisory firm that has its headquarters in Seattle, WA. It administers $686 million in total assets between its 807 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 807 accounts, 34% are held by high-net-worth clients who have greater than $1 million in investable assets. The business has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually vary depending on which services the firm provides the client. However, fees charged by Hohimer Wealth Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hohimer Wealth Management, LLC Brokerage Details
$686,182,820
9
807
$850,289
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
Jon Murdock Work History
Jon has been registered as a financial advisor for 1 years.*
Hohimer Wealth Management
Edward Jones
University Of Phoenix
*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 Jon Murdock 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 Hohimer Wealth Management, LLC
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
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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