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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

JEFFREY S. HODGSON

Advisor at EDWARD JONES

GREENVILLE, SC

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Search this name across graphsid dfx:ria:63813111-fe93-e02c-6003-87774bd8208c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 5, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 15, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 15, 1992
First registration: Mar 5, 2003
Dual registered: yes, broker-dealer
Other names: JEFFREY SCOTT HODGSON|JEFFREY S HODGSON
IAPD individual key: 2241319

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Jun 9, 2025	n/a	yes	GREENVILLE, SC	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Jun 12, 2025	no	GREER, SC\|GREENVILLE, SC\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|GREER, SC\|GREENVILLE, SC	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 5, 2012	Jul 13, 2018	no	GREENVILLE, SC	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 15, 2005	Feb 8, 2012	no	Atlanta, GA\|Atlanta, GA\|ATLANTA, GA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Aug 27, 2003	Aug 9, 2005	no	ATLANTA, GA	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jun 30, 2003	Aug 8, 2003	no	ATLANTA, GA	Previous registration
CHOREO, LLC	Independent wealth	Mar 5, 2003	Jul 9, 2003	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	EDWARD JONES	Jun 12, 2025	Jun 9, 2025	-3	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
CHARLES SCHWAB & CO., INC.	STRATEGIC ADVISERS LLC	Feb 8, 2012	Mar 5, 2012	26	Firm change	Ibd to ibd
MML INVESTORS SERVICES, LLC	CHARLES SCHWAB & CO., INC.	Aug 9, 2005	Aug 15, 2005	6	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	MML INVESTORS SERVICES, LLC	Aug 8, 2003	Aug 27, 2003	19	Firm change	Other
CHOREO, LLC	AMERIPRISE ADVISOR SERVICES, INC.	Jul 9, 2003	Jun 30, 2003	-9	Bulk transfer	Other

Relationships

Registered with (7)

→ EDWARD JONESRegistered adviserregistration: current employment
Jun 9, 2025 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Jun 12, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 15, 2005 to Feb 8, 2012factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Aug 27, 2003 to Aug 9, 2005factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jun 30, 2003 to Aug 8, 2003factForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
Mar 5, 2003 to Jul 9, 2003factForm ADV

Dated events

Occurred
Jun 12, 2025
Advisor changed firm
Jeffrey S. Hodgson left Strategic Advisers Llc for Edward Jones (registered 2025-06-09)
Form ADVobserved 5 days ago