Jessica Kay Hoffman
Investment adviser representative at Wealthcare Capital Partners, LLC
14 yearsExperience
1 stateRegistered in
$407.4MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Wealthcare Capital Partners, LLCJul 2024 to now
- Arkadios CapitalNov 2023 to Apr 2024
- Wealthcare Advisory PartnersMar 2023 to Dec 2024
- LPL Financial LLCJun 2022 to Nov 2023
- Edward D. Jones & Co., L.P.Apr 2018 to May 2022
- Greenfield Family DentistryJan 2018 to Apr 2018
- Restoration Dental CenterOct 2017 to Dec 2017
- Kirkwood Community CollegeAug 2017 to Dec 2017
- Blair Ridge DentalJan 2017 to Aug 2017
- Reitz DentalAug 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IA).
Wealthcare Capital Partners, LLC
$407.4MAssets managed
717Clients
8Advisers
2 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
- 6937304
- Firm CRD
- 330300