TrueAdvisor
TrueAdvisor
JH
JH

Jessica Kay Hoffman

Wealthcare Capital Partners, LLC
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Wealthcare Capital Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
623 clients
Average Client Portfolio
$531K average
Assets Under Management
$330.9M

Fee Structure

Location

Adel, IA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Wealthcare Capital Partners, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Arkadios CapitalBroker
November 2023 - April 2024 · 5 mos
Wealthcare Advisory Partners LLC
March 2023 - December 2024 · 1 yr 9 mos
LPL Financial LLCBroker
June 2022 - November 2023 · 1 yr 5 mos
LPL Financial LLC
June 2022 - June 2023 · 1 yr
Edward Jones
June 2018 - June 2022 · 4 yrs
Edward JonesBroker
June 2018 - June 2022 · 4 yrs
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.