Aaron
Hoff
J. W. Cole Advisors, Inc
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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
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$5,735,868,013
512
25,612
$223,952
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
J.W. Cole Advisors, Inc
J.W. Cole Financial, Inc
T. Jackson & Company
R.E.B. Construction
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
Tampa, FL
Tampa, FL
Hightown, NJ
Tampa, FL
West Palm Beach, FL
Lock Haven, PA
Tampa, FL
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.
