Jason Hoffman
Jason Hoffman is a registered investment advisor at Raymond James & Associates, INC., based in Virginia Beach, VA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
300 32nd Street, Suites 102 and 520, Virginia Beach, VA, 23451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a passive investor with 100% ownership (with spouse) in Deejay Holdings, LLC, and a finance committee member for the United Jewish Federation of Tidewater. He also serves as power of attorney for his mother, dedicating a few hours per week, and as co-trustee for his mother's trust, dedicating minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations13 states
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