Jeffrey Hodges

Employer firm

Encompass More Asset Management LLC CRD 322382

$985M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 06/2018
  Virgin America
  Burlingame, CA
• 06/2018 → 09/2021
  Alaska Airlines
  San Francisco, WA
• 07/2019 → 07/2023
  First Republic Securities Company Co Llc
  San Francisco, CA
• 07/2023 → 07/2024
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 10/2024 → Present
  Encompass More Asset Management Llc
  Danville, CA
• 10/2024 → Present
  Encompass More Investments, Llc
  Danville, CA

Previous Registrations

• 2020-11-06 → 2024-07-17
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
• 2024-05-28 → 2024-07-13
  J.P. Morgan Securities Llc
  San Francisco, CA

Other Businesses

1) Linescapes; Non-investment related; 797 Corbett Ave #6 San Francisco, CA 94131; Fine Art; Start: 09/2009; Owner; 1 hr./week devoted; 0 hrs./week during trading hrs; General disclosure for my art: selling paintings, modeling, etc. 2) Encompass More Asset Management; Investment-related; 390 Diablo Road, Suite 100, Danville CA 94526; Registered Investment Advisor; Compliance Manager; Start: 10/2024; 40 hrs./week during trading hrs.; General compliance, oversee operations and advisors.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-06

Other Names

• Jeffrey Earl Hodges
• Jeffrey Hodges