Jason Hoofnagle
Jason Hoofnagle is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Old Greenwich, CT, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1700 E Putnam Ave, Ste 200, Old Greenwich, CT, 06870
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Regulatory History (1)
Customer Dispute
June 2007Other Business Activities
Jason has several business interests, including 100% ownership in H2O Enterprises LLC, Auto Shine, and a car wash business, all started in 2022. He also has ownership in Willow Bend Wealth Management LLC and JHOOF Enterprises LLC, and serves as co-executor of the Dorothy Jennings Estate.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations35 states
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