Aaron
Hoff

J. W. Cole Advisors, Inc

CRD#6851418
Investment Advisor
in Tomball, TX

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About this Advisor

Aaron Hoff is a financial advisor based in Tomball, Texas, working with J. W. Cole Advisors, Inc. Aaron has previously held positions at T. Jackson & Company, R.E.B. Construction, Lapp's Paint And Body, J.W. Cole Financial, Inc, and J.W. Cole Advisors, Inc. Aaron has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Aaron is part of J. W. Cole Advisors, Inc, which operates out of Tomball, Texas. The firm has 388 offices and 512 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at J. W. Cole Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

994 Village Square Dr Building 2, Suite C and D
Tomball, TX 77375

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$5,735,868,013

TX Average: $1,855,561,029
Total Number of Employees

512

TX Average: 62
Total Number of Accounts

25,612

TX Average: 2,474
Average Account Size

$223,952

TX Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Aaron Hoff Work History

2023 - Present (1 year)

J.W. Cole Advisors, Inc

2017 - Present (7 years)

J.W. Cole Financial, Inc

2017 - 2022 (5 years)

T. Jackson & Company

2014 - 2017 (3 years)

R.E.B. Construction

2013 - 2014 (1 year)

Lapp'S Paint And Body

Disclosures

Please visit the SEC profile of Aaron Hoff 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 J. W. Cole Advisors, Inc

Elizabeth Drury
Indianapolis, IN
David Ettingoff
Wayne, PA
Douglas Collier
Tampa, FL
Byron Crosby
Clearwater, FL
Sarah Martin
Tampa, FL
Amber Malek
Lock Haven, PA
Gregory Jack
Tampa, FL
Samantha Vanhorenbeck
Clearwater, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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