Mason Tyler Hoffman
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 2023 to now
- Joseph G Obrien dba Prominent BuildersJun 2024 to Jun 2024
- Eau Claire School DistrictAug 2023 to Jun 2024
- Culligan WaterMay 2023 to Sep 2023
- Culligan WaterMay 2022 to Sep 2022
- Augusta School DistrictNov 2021 to Mar 2023
- All Star DocksMay 2021 to Aug 2021
- University of Wisconsin Eau ClaireSep 2020 to May 2024
- The Bar On HolmgrenApr 2020 to Sep 2020
- Dairy QueenMar 2018 to Sep 2018
- West De Pere School DistrictJan 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7710571
- Firm CRD
- 250