James Hofmann is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Mendham, NJ, with 15 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
84 E Main St Ste A, Mendham, NJ, 07945
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James owns multiple rental properties in New Jersey and Florida. He is also a committee member for the Sussex County GOP Republican Committee, spending minimal time on each of these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations33 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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