A complete list of active advisors currently associated with January Capital Advisors LLC

Warmer can help you find a great advisor at January Capital Advisors LLC or one who fits your needs even better.

January Capital Advisors provides investment advisory and retirement-plan services to individuals (including high-net-worth clients), trusts, corporations and plan sponsors. The firm offers discretionary and non-discretionary portfolio management, a sponsored wrap-fee program, and pension/retirement plan consulting and participant-level advice for ERISA-covered plans. Its investment process relies on proprietary asset-allocation and risk-tolerance models that incorporate fundamental, technical and trend analysis to tailor portfolios across a range of risk profiles. Portfolios may employ a broad set of instruments — including options, futures and inverse ETFs — and the firm discloses the use of derivatives within separately managed accounts as part of its strategy and risk-management approach. Noteworthy features include acting as the sponsor of a wrap-fee program (a relatively uncommon role among peers) and the explicit use of derivatives in managed accounts, which the brochure identifies and discusses in detail. The firm also provides a range of pension consulting services (including IPS development, DIA/QDIA recommendations and participant education), discloses staff insurance licensing, and reports conducting due diligence on service providers that use artificial intelligence.

To learn more about the advisors currently working at January Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jeffrey Hodges	San Francisco, CA	18

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