1. Wealthminder
  2. Warsaw, IN
Jefferson Hankins, financial advisor Warsaw IN

Jefferson Hankins

CRD Number: 5435584
Current Firm: Raymond James Financial Services Advisors, Inc.

Jefferson Hankins (CRD# 5435584) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Warsaw, IN and has over 16 years of experience in the finance industry. Jefferson Hankins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hankins & Boggs Group Fort Wayne, IN Jan 2024 - Current < 1
Raymond James Financial Services, Inc. Warsaw, IN Jan 2024 - Current < 1
Raymond James Financial Services Advisors, Inc. Warsaw, IN Jan 2024 - Current < 1
Reynolds Wealth Management Warsaw, IN Jan 2024 - Current < 1
Pnc Investments Warsaw, IN Jun 2012 - Jan 2024 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Jefferson R. Hankins
Phone Number: 727-567-3020
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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