James Vincent Hoffman
Investment adviser representative at Beckerman Wealth
14 yearsExperience
2 statesRegistered in
$303.3MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Beckerman WealthNov 2022 to now
- Beckerman InstitutionalSep 2022 to now
- International Planning AllianceJul 2021 to Aug 2022
- StudentSep 2012 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Beckerman Wealth
Legal name: Beckerman Institutional, LLC
$303.3MAssets managed
217Clients
5Advisers
5 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
- 7453805
- Firm CRD
- 142480