Chief Compliance Officer · Columbia Asset Management, L.L.C.
Jessica R. Hoard
CRD 7923991 · Named on Form ADV at one SEC-registered adviser
At a glance
Columbia Asset Management, L.L.C., an SEC-registered wealth manager based in ANN Arbor, MI with $1.2 billion in regulatory assets, lists Jessica R. Hoard on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Columbia Asset Management, L.L.C.Chief Compliance OfficerWealth manager · ANN Arbor, MI · $1.2B in regulatory assets
AtlasMembers
Jessica’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Brian H. WeismanPresident, Columbia Asset Management, L.L.C.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jessica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.