Jared Hoffman
Jared Hoffman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Columbus, OH, with 17 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1500 Lake Shore Drive, Suite 450, Columbus, OH, 43204-3800
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Regulatory History (1)
Customer Dispute
October 2024Other Business ActivitiesSells Insurance
Jared is an independent insurance broker since 2016 and owns multiple LLCs, including one to manage his financial advisory practice. He dedicates about a quarter of his time to consulting and a significant amount of time to outside employment.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
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.