Jason Hoofnagle
Jason Hoofnagle is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Plano, TX, with 26 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
5560 Tennyson Plwy Ste 130, [Satellite], Plano, TX, 75024
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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, LLC
Wells Fargo Clearing Services, LLCBroker
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 Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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