JH
JH

Jonathan Samuel Hokin

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningReal Estate InvestingInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
74 clients
Average Client Portfolio
$576K average
Assets Under Management
$42.6M

Fee Structure

Minimum Investment:None
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Location

707 Skokie Boulevard, Suite 520, Northbrook, IL, 60062

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jonathan works full-time for Hokin Investment Advisors, managing client portfolios, retirement plans, and handling business development. This activity is investment-related.

Employment History
Current Registrations
Hokin Investment Advisors INC.
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
First Sovereign SecuritiesBroker
November 2016 - July 2023 · 6 yrs 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Jonathan Samuel Hokin - Financial Advisor | TrueAdvisor