Jason Thomas Hoffman
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
22 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Bank of America, N.A.Feb 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to now
- Equitable Advisors, LLCSep 2021 to Nov 2022
- UnemployedMay 2021 to Aug 2021
- Augusta National Golf ClubJan 2021 to Apr 2021
- Halls ChophouseDec 2020 to Feb 2021
- Northwestern MutualMay 2020 to Aug 2020
- Merion Golf ClubDec 2019 to Jan 2020
- Waynesborough Country ClubMay 2019 to Aug 2019
- University of South CarolinaAug 2017 to May 2021
- Lowe's Home ImprovementMay 2017 to Aug 2017
- Dairy QueenMar 2015 to May 2017
- North Penn School DistrictSep 2004 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7261988
- Firm CRD
- 7691