Mathias Henry Hoefferle
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed 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.
- Edward JonesJun 2020 to now
- Full-time EducationSep 2019 to May 2020
- Edward JonesJun 2019 to Aug 2019
- Oxford RealtyJan 2019 to Apr 2019
- Full-time EducationSep 2018 to May 2019
- St Croix TentsJun 2018 to Aug 2018
- Minnesota Department of TransportationMay 2018 to Aug 2018
- Full-time EducationSep 2017 to May 2018
- St Croix TentsJun 2017 to Aug 2017
- Minnesota Department of TransportationMay 2017 to Aug 2017
- Full-time EducationSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MN).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7112728
- Firm CRD
- 250