Jason W Hoffman
Investment adviser representative at Wiss Private Client Advisors, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Wiss Private Client Advisors, LLCMay 2025 to now
- US BankApr 2022 to May 2025
- Bank of America,N.A.May 2011 to Apr 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2010 to Apr 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wiss Private Client Advisors, LLC
$1.2BAssets managed
186Clients
7Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4674092
- Firm CRD
- 286319