Summary
Overview
Work History
Education
Skills
Certification
Timeline
Personal Information
Generic

Harold J. Hobbs II

Jacksonville,FL

Summary

Financial services professional with over a decade of experience supporting individuals and families with retirement planning, risk management, and long-term financial strategies. Pursuing the Chartered Financial Consultant (ChFC) designation and seeking an Associate Advisor role within an RIA.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Insurance Advisor

Amplify Life
Remote - San Francisco
01.2023 - Current
  • Client discovery and retirement strategy development
  • Integrated protection planning into broader financial plans
  • Generated $1M+ premium in 12 months with 36% conversion rate
  • Ongoing client relationship management and reviews

Founder & Insurance Advisor/ Agent

The Hobbs Insurance Agency
Jacksonville
01.2019 - 01.2025
  • Legacy planning and protection strategies that often involved retirement conversations
  • Client reviews and long-term relationship management
  • Business development through referrals and marketing

Financial Advisor

Principal Financial
01.2014 - 01.2015
  • Supported onboarding and financial review meetings

Financial Advisor

Merrill Lynch
Jacksonville
02.2013 - 05.2026
  • Assisted with investment and retirement discussions

Education

CHFC - Financial Planning

The American College of Financial Services
King Of Prussia, PA
08.2026

A.S. - Business Administration

Florida State College
Jacksonville, FL
10.2011

Associate of Arts - Sound Engineering

Full Sail University
Orlando
09.2003

Skills

  • Financial Planning
  • Retirement Income
  • Client Discovery
  • Risk Management
  • Client Relationship Management

Certification

  • 2-15 Life, Health & Annuities, Active
  • Series 7, Inactive
  • Series 65 ( Expected Summer 2026)

Timeline

Insurance Advisor

Amplify Life
01.2023 - Current

Founder & Insurance Advisor/ Agent

The Hobbs Insurance Agency
01.2019 - 01.2025

Financial Advisor

Principal Financial
01.2014 - 01.2015

Financial Advisor

Merrill Lynch
02.2013 - 05.2026

CHFC - Financial Planning

The American College of Financial Services

A.S. - Business Administration

Florida State College

Associate of Arts - Sound Engineering

Full Sail University

Personal Information

Title: ASSOCIATE ADVISOR | FINANCIAL PLANNING PROFESSIONAL