Jo Ann Weinhardt has been Chief Compliance Officer of Hughes Financial Services since October 2017, is a control person of the firm and directly owns under 5% of it.
Hughes Financial Services, LLC is a Herndon, VA firm with $760M under management, 840 clients and 6 advisers in one office, as of its July 2026 filing.
- – present · 8 yearsHerndon, VA · Adviser representative · Firm CRD 173195
Investment adviser representative registrations
Jo Ann Weinhardt is registered as an investment adviser representative in Virginia, since November 2017.
- VirginiaSince 9 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 November 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 22 December 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 July 1994 |
| Series 7 | General Securities Representative Examination | 15 July 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jo Ann Cizek Weinhardt
- CRD
- 2426870
- Firm
- Hughes Financial Services · CRD 173195
- Role
- Chief Compliance Officer
- Office
- 2201 COOPERATIVE WAY, SUITE 150, Herndon, VA 20171
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Jo Ann Weinhardt work?
Jo Ann Weinhardt has been Chief Compliance Officer of Hughes Financial Services, LLC since October 2017, and is a control person of the firm.
Is Jo Ann Weinhardt a financial advisor?
Yes. Jo Ann Weinhardt has a current investment-adviser registration in Virginia, through Hughes Financial Services since November 2017.
How many years of experience does Jo Ann Weinhardt have?
Jo Ann Weinhardt has 8 years in the financial industry, since November 2017, across 1 adviser firm.
What exams has Jo Ann Weinhardt passed?
Jo Ann Weinhardt has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in July 1994. FINRA credited Jo Ann Weinhardt with the SIE, which began in October 2018.
Where is Jo Ann Weinhardt based?
Jo Ann Weinhardt’s registered office is in Herndon, VA.
Is Jo Ann Weinhardt registered with FINRA?
No. Jo Ann Weinhardt has no current broker registration.
How can I verify Jo Ann Weinhardt’s record?
Search CRD 2426870 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jo Ann Weinhardt’s full registration record.
