Best Investors Account Sign in

Joseph Luke Jones

Hackman Financial Group

Cincinnati, OH

CRD 3029459

Claim This Profile
Employer firm

Hackman Financial Group CRD 282027

$427M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hackman Financial Group

7355 E. Kemper Road, Cincinnati, OH 45249 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-06-27
  • OH RA
    APPROVED
    Since 2022-06-27

Branch Locations

7355 E. Kemper Road, Cincinnati, OH 45249 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Blue Ash OH 10/2009 05/2022
Ameriprise Financial Services, Inc. Cincinnati OH 10/2009 05/2022
Lpl Financial Llc Cincinnati OH 06/2022 Present
Hfg Advisors, Inc. Cincinnati OH 06/2022 Present
  • 10/2009 → 05/2022
    Ameriprise Financial Services, Inc.
    Blue Ash, OH
  • 10/2009 → 05/2022
    Ameriprise Financial Services, Inc.
    Cincinnati, OH
  • 06/2022 → Present
    Lpl Financial Llc
    Cincinnati, OH
  • 06/2022 → Present
    Hfg Advisors, Inc.
    Cincinnati, OH
Previous Registrations
Other Businesses

1) 6/2022- Hackman Financial Group- DBA for LPL Business (entity for LPL business)- inv. related- At Reported Business Location(s) 2) 6/2022- 4MajorsLawn&Landscape- partner/ co-owner- non-inv. related- Ohio 45254- start date 4/2010- 2hrs/mth 3) 03/25/2026 - Hackman Financial Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 05/12/2022 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Hackman Financial Group, an independent investment advisor firm. I started this business activity in 05/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-27
S63 Uniform Securities Agent State Law Examination 1998-05-15
  • S65 Uniform Investment Adviser Law Examination
    1998-05-27
  • S63 Uniform Securities Agent State Law Examination
    1998-05-15
Other Names
  • J Luke Jones
  • Luke Jones

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Cincinnati, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor