Rob Hoxton

Director/Board Member at JSB FINANCIAL INC.

Finance

Consumer Services

Profile

Mr. Archibald R.
Hoxton, IV, is an Independent Director at Jefferson Security Bank and a Managing Member & Chief Compliance Officer at Hoxton Planning & Management LLC.
He is on the Board of Directors at Jefferson Security Bank and JSB Financial, Inc. He focuses on personal financial planning and implementing investment strategies for clients.
Mr. Hoxton was previously employed as a Managing Director by United Capital Financial Advisers LLC and a CEO & Director of Business Development by Hoxton Financial, Inc. He graduated from North Carolina State University with a Bachelor of Arts in English and earned the designation of CFP.

Rob Hoxton active positions

Companies	Position	Start
JSB FINANCIAL INC.	Director/Board Member	-
Jefferson Security Bank Jefferson Security Bank Regional BanksFinance Operates as a community bank	Director/Board Member	03/06/2022
Hoxton Planning & Management LLC Hoxton Planning & Management LLC Investment ManagersFinance Hoxton Planning & Management practices strategic asset allocation in keeping with the tenets of Modern Portfolio Theory. The firm seeks to gain after-tax performance by using a tax management approach to investment management. Portfolios are built using individual securities such as stocks and bonds, exchange traded funds (ETF), and mutual funds.	Chief Executive Officer	01/04/2022

All active positions of Rob Hoxton

Former positions of Rob Hoxton

Companies	Position	End
Hoxton Financial, Inc. Hoxton Financial, Inc. Investment ManagersFinance Provides investment advice	Chief Executive Officer	01/04/2016
United Capital Financial Advisors LLC United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use.	Portfolio Manager-Equities	-

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Linked companies

Private companies	6
United Capital Financial Advisors LLC United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use.	Finance
North Carolina State University North Carolina State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Jefferson Security Bank Jefferson Security Bank Regional BanksFinance Operates as a community bank	Finance
Hoxton Financial, Inc. Hoxton Financial, Inc. Investment ManagersFinance Provides investment advice	Finance
Hoxton Planning & Management LLC Hoxton Planning & Management LLC Investment ManagersFinance Hoxton Planning & Management practices strategic asset allocation in keeping with the tenets of Modern Portfolio Theory. The firm seeks to gain after-tax performance by using a tax management approach to investment management. Portfolios are built using individual securities such as stocks and bonds, exchange traded funds (ETF), and mutual funds.	Finance
JSB Financial, Inc. JSB Financial, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides commercial banking services	Finance

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