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Jordan Robert Hicks

Hicks Financial Partners, LLC

Southern Pines, NC

Charleston, SC

CRD 7508854

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Employer firm

Hicks Financial Partners, LLC CRD 317831

$35.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PREPARATION SERVICES AND ESTATE PLANNING SERVICES

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

Current Employers
Hicks Financial Partners, Llc

225 N. Bennett Street, Suite G, Southern Pines, NC 28387 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-01-09
TX RA APPROVED_RES 2022-10-12
NC RA APPROVED 2022-04-12
SC RA APPROVED 2022-04-11
  • LA RA
    APPROVED
    Since 2026-01-09
  • TX RA
    APPROVED_RES
    Since 2022-10-12
  • NC RA
    APPROVED
    Since 2022-04-12
  • SC RA
    APPROVED
    Since 2022-04-11

Branch Locations

225 N. Bennett Street, Suite G, Southern Pines, NC 28387 • United States

4000 S. Faber Place Drive, Charleston, SC 29405 • 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
Hicks Financial Partners, Llc Southern Pines NC 01/2022 Present
Susto Charleston SC 01/2019 01/2022
The Artisanals Charleston SC 01/2017 12/2018
N/A Charleston SC 08/2016 12/2016
  • 01/2022 → Present
    Hicks Financial Partners, Llc
    Southern Pines, NC
  • 01/2019 → 01/2022
    Susto
    Charleston, SC
  • 01/2017 → 12/2018
    The Artisanals
    Charleston, SC
  • 08/2016 → 12/2016
    N/A
    Charleston, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-30
  • S65 Uniform Investment Adviser Law Examination
    2021-04-30

View on SEC IAPD

Nearby Firms

OSAIC INSTITUTIONS, INC.
DREHER FINANCIAL PARTNERS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

AUDRA WEBB LUBAWSKI
MICHAEL STEPHEN WHITE
THOMAS EDWARD VELEVIS

Nearby Offices

OSAIC INSTITUTIONS, INC. · SOUTHERN PINES, NC
DREHER FINANCIAL PARTNERS · SOUTHERN PINES, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Southern Pines, NC

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