Jared
Hoffman
Broadleaf Partners, LLC
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About this Advisor
Jared Hoffman is a financial advisor who works in Hudson, Ohio who has 1 year of industry experience. Hoffman is an advisor for Broadleaf Partners, LLC. Over the course of their career, they have held roles at Matthew Thomas Park, Ohio State Union, Lifeguards Plus More, Country Club Of Hudson, Valmark Financial Group, Hudson City School District, Ohio State University and Broadleaf Partners, LLC. Hoffman has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Florida, Ohio and Pennsylvania. Broadleaf Partners, LLC is an advisory company headquartered in Hudson, OH. It has $310 million in assets under management across its 467 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 467 customer accounts, 53% belong to high-net-worth individuals who have greater than $1 million in investable assets. Broadleaf Partners, LLC has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees usually depend on which services are provided. However, fees charged by Broadleaf Partners, LLC can include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Broadleaf Partners, LLC Brokerage Details
$309,723,661
7
467
$663,220
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Jared Hoffman Work History
Jared has been registered as a financial advisor for 1 years.*
Broadleaf Partners, LLC
Valmark Financial Group
Country Club Of Hudson
Ohio State University
Country Club Of Hudson
Ohio State University
Ohio State Union
Lifeguards Plus More
Ohio State University
Matthew Thomas Park
Ohio State University
Hudson City School District
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jared Hoffman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Broadleaf Partners, LLC
Hudson, OH
Peninsula, OH
Hudson, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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