Jake Raymond Tocco

Employer firm

Hantz Financial Services, Inc. CRD 46047

$10.0B regulatory AUM 1,861 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2022 → 10/2022
  Home Depot
  Macomb, MI
• 08/2018 → 05/2022
  Concordia
  Ann Arbor, MI
• 05/2021 → 08/2021
  Home Depot
  Macomb, MI
• 05/2020 → 08/2020
  Teph Seal
  Mount Clemens, MI
• 09/2019 → 04/2020
  Jimmy John's
  Ypsilanti, MI
• 05/2019 → 08/2019
  Temo
  Clinton Twp, MI
• 02/2019 → 04/2019
  The Gap
  Ann Arbor, MI
• 01/2017 → 07/2018
  Macomb Parks & Rec
  Macomb, MI
• 09/2012 → 06/2018
  L'ANse Creuse - North
  Macomb, MI
• 10/2022 → Present
  Hantz Financial Services
  Southfield, MI

Previous Registrations

• 2024-10-24 → 2025-03-14
  Hantz Financial Services, Inc.
  Southfield, MI
• 2024-08-22 → 2024-09-20
  Hantz Financial Services, Inc.
  Southfield, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-20
• S63 Uniform Securities Agent State Law Examination
  2024-01-23