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Jeffrey Vincent Hockenbrock

Investment adviser representative at Ascensus Investment Advisors, LLC
20 yearsExperience
1 stateRegistered in
$13BFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

20 years in the industry.

  1. Ascensus Investment Advisors, LLCMay 2023 to now
  2. AscensusMay 2023 to now
  3. Newport Group, Inc.Mar 2017 to now
  4. Newport Group Consulting, LLCMar 2017 to May 2023
  5. Interserv, LLCJul 2014 to Mar 2017
  6. Verisight, Inc.Jul 2006 to Mar 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 1 state (MA).

Ascensus Investment Advisors, LLC

$13BAssets managed
27Clients
43Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4480398
Firm CRD
120632
Advisor's SEC record (opens in a new tab)
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