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Jon Derieck Hodges

Advisor at Farther — Cape Girardeau, MO

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

23 years

Location

Cape Girardeau, MO 63701

Farther logo

Farther

Enterprise

Total advisors

315

Across 209 offices

Clients per advisor

46 Low

Avg AUM per client

$972,193 High

HNW client ratio

24% High

About

Jon Hodges is a CFP® with 23 years of experience in financial advising. He is currently with Farther, having joined in 2025, and previously worked for Anchor Pointe Wealth Management, LLC for 10 years. In addition to his advisory work, he has been involved with Cape Girardeau Public Schools since 2014. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios with automatic rebalancing.

Client services

Based on Farther

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Based on Farther

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

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Fee options

Fixed

Flat annual fee basis (negotiable)

Project-based

Negotiable up to $1,000 per hour

Location

See office

Cape Girardeau, MO

1427 Thomas Drive, Suite 14

Cape Girardeau MO 63701

Advisors at this office

1

Most active in

Missouri · Texas

Work history

23 years of industry experience

Farther

2025 - Present • 1 year

Cape Girardeau, MO

Anchor Pointe Wealth Management, LLC

2015 - 2025 • 10 years

Jackson, MO

CAPE GIRADEAU PUBLIC SCHOOLS

2014 - Present • 12 years

Cape Girardeau, MO

J. Derieck Hodges, CFP

2008 - 2016 • 8 years

Cape Girardeau, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John H

Series 65

Cape Girardeau, MO

Strategic Investment Advisors, Ltd.

John Hillin is a financial advisor at Strategic Investment Advisors, Ltd. in Cape Girardeau, MO, holding a Series 65 designation with 26 years of industry experience. He has been with Strategic Investment Advisors since 1998 and also operates HILLIN AND COMPANY, PC. Strategic Investment Advisors, Ltd. manages approximately $78.5 million in discretionary assets for individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and third-party model portfolios, while providing comprehensive financial planning and employee benefit advisory services.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.) General tax planning
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Kyle H

Series 65

Cape Girardeau, MO

Alspaugh Wealth Management

Kyle Hylla is a financial advisor with Alspaugh Wealth Management in Cape Girardeau, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Alspaugh Wealth Management, he worked at Innovative Insurance Consultants, LLC, First Midwest Bank, Parkside Financial Bank & Trust, Lockton Companies, and MRV Banks. Alspaugh Wealth Management serves individual and high-net-worth clients offering discretionary asset management, financial planning, and retirement-plan services. The firm employs a range of investment methods and collaborates with co-advisors and sub-advisors while maintaining a focus on participant education and technology-supported performance reporting.

Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments
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Jason L

Series 65

Cape Girardeau, MO

Alspaugh Wealth Management

Jason Lee is a financial advisor at Alspaugh Wealth Management with six years of industry experience. He holds a Series 65 license and has worked at Alspaugh Wealth Management since 2020. In addition to his advisory role, Lee operates an insurance agency, Innovative Insurance Consultants, based in Cape Girardeau, Missouri. Alspaugh Wealth Management serves individual and high-net-worth clients, offering discretionary asset management, financial planning, and retirement-plan services. The firm uses a variety of investment methods and works with co-advisors and sub-advisors to manage client portfolios, conducting regular account reviews and providing technology-supported performance reporting.

Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments
user avatar

Tracy P

Series 65

Cape Girardeau, MO

Alspaugh Wealth Management

Tracy Pelczynski is a financial advisor at Alspaugh Wealth Management with a Series 65 designation. She has been with the firm since 2023 and previously worked at SoutheastHEALTH for 28 years. Alspaugh Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm employs a mix of investment methods and works with co-advisors and sub-advisors to manage portfolios, offering regular account reviews and performance reporting.

Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments
user avatar

Brock A

Series 66

Cape Girardeau, MO

Alspaugh Wealth Management

Brock Alspaugh is a financial advisor with Alspaugh Wealth Management in Cape Girardeau, MO, holding a Series 66 designation and 24 years of industry experience. He founded Alspaugh Wealth Management in 2013 and previously worked at Taylor Capital Management Inc. from 2013 to 2018. Outside of advising, he has been involved with Innovative Insurance Consultants, an insurance products sales business, since 2008. Alspaugh Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm employs a range of investment methods and delegates portfolio management for some accounts while maintaining oversight and conducts regular account reviews and client reporting.

Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments
user avatar

Clay E

Series 66, Series 63

Jackson, MO

Stone House Investment Management, LLC

Clay Eubanks is a financial advisor at Stone House Investment Management, LLC with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Stone House, he worked at Thrivent Financial and Procter and Gamble. Stone House Investment Management offers discretionary investment management and modular financial planning to individual clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a range of model and separately managed strategies, utilizes sub-advisers and active trading techniques, and manages accounts primarily on a discretionary basis.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
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