Jared Paul Hoffman
Investment adviser representative at Broadleaf Partners, LLC
10 yearsExperience
1 stateRegistered in
$551.3MFirm assets
16 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Broadleaf Partners, LLCJun 2021 to now
- Valmark Financial GroupMay 2018 to Jun 2021
- Ohio State UniversitySep 2017 to May 2018
- Country Club of HudsonMay 2017 to Aug 2017
- Ohio State UniversitySep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Broadleaf Partners, LLC
$551.3MAssets managed
244Clients
3Advisers
16 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
- 6953475
- Firm CRD
- 137433