CJ
Cepa Jacob Hong
Director Business Services And Technology at Archford Capital Strategies
View Cepa's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Director Business Services And Technology
Jan 2014 - Present · 11 years
Financial Reporting And Analysis Lead
Apr 2001 - Jan 2014 · 12 years and 9 months
Accountant
Nov 1999 - Apr 2001 · 1 years and 5 months
Company Details
Archford Capital Strategies is an independent wealth management firm. Our sole mission is to help our clients – high-net-worth individuals and families, closely-held companies, entrepreneurs, executives and families in transition – incorporate clear, effective and comprehensive strategies designed to not only facilitate their finances, but their lives. Specific obligations require specific solutions; we’ll align those individual goals within your overall financial framework so that collectively you’re moving ever closer to your ultimate objectives. You can also contact us at 618.416.7085. https://archfordcapital.com/social-media-disclosure-statement/ Securities offered through Purshe Kaplan Sterling Investments, Inc. Member FINRA/SIPC, Headquartered at 80 State St. Albany, NY 12207 Purshe Kaplan Sterling Investments and Archford Capital Strategies are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Please note that nothing on this page should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing is intended to be, and you should not consider anything to be direct investment, accounting, tax or legal advice to any one investor. Consult with an accountant or attorney regarding individual accounting, tax or legal advice. No advice may be rendered unless a client service agreement is in place. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.
Year Founded
2013
Social Media
LinkedinFacebookTwitter
Industry
Investment Management
HQ Location
13 Wolf Creek Dr Swansea, Illinois, US
Keywords
Wealth ManagementRetirement Plan DesigFinancial PlanningBusiness ConsultingEmployee Stock Ownership Plans (ESOP)Exit Planning Strategies
Discover More About Cleveland Clinic

Find verified contacts of Cepa Jacob Hong in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.