Ian Jeremy Hoffman
Investment adviser representative at Thrive Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
Are you Ian Jeremy Hoffman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Thrive Wealth Management, LLCJan 2023 to now
- The Vanguard Group, Inc.May 2016 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Thrive Wealth Management, LLC
$1.6BAssets managed
870Clients
12Advisers
10 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
- 6568503
- Firm CRD
- 168777