Jonathan Scott Hoag

Current Employers

Employment History

• 01/2000 → Present
  Jonathan S. Hoag
  Bixby, OK
• 01/2006 → 06/2017
  Hbw Securities Llc
  Simi Valley, CA
• 09/2009 → Present
  Hbw Advisory Services Llc
  Simi Valley, CA
• 04/2014 → Present
  Paccar Winch
  Broken Arrow, OK
• 06/2017 → 12/2020
  Cetera Advisor Networks, Llc
  El Segundo, CA

Previous Registrations

• 2017-06-26 → 2020-12-31
  Cetera Wealth Services, Llc
  Bixby, OK

Other Businesses

1.Name of other business: HBW Advisory Services, LLC Investment related: Yes Address: Same as Registered Location Nature of business: HBW Advisory Services LLC primarily services the financial planning and investment management needs of individuals and small businesses Position/title/relationship: Investment Advisory Representative Start Date: 06/2017 Apx number of hours per week: 40 Apx number of hours during trading hours: 32.5 Brief description of duties: Investment Advisory Representative 2. Name of other business: Fixed insurance with various companies Investment related: Yes Address: Same as Registered Location Nature of business: Fixed Insurance Start Date: 06/2017 Apx number of hours per week: varies Apx number of hours during trading hours: varies Position/title/relationship: Insurance Agent Brief description of duties: Sells Life, Health, Disability, Annuities and Long Term Care 3. Name of other business: Jonathan S Hoag Investment related: No Address: Same as Registered Location Nature of business: Tax preparation Start date: 01/2000 Position/title/relationship: owner Apx number of hours per week: 5 Apx number of hours during trading hours: 5 Brief description of duties: tax preparation 4. Name of other business: HBW Partners Investment related: Yes Address: Same as Registered Location Nature of business: financial services Start date: 01/2006 Position/title/relationship: registered representative Apx number of hours per week: 10 Apx number of hours during trading hours: 10 Brief description of duties: offer financial services 5. Name of other business: Paccar Winch Investment related: No Address: 800 E Dallas Street Broken Arrow OK 74012 Nature of business: manufacturing Start date: 04/2014 Position/title/relationship: Plant Manager Apx number of hours per week: 40 Apx number of hours during trading hours: 40 Brief description of duties: Overall management of plant operations

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-09
• S63 Uniform Securities Agent State Law Examination
  1997-06-10