Aaron
Hoff
J. W. Cole Advisors, Inc
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About this Advisor
Aaron Hoff is a certified financial planner operating in Tomball, Texas. Hoff works at J. W. Cole Advisors, Inc. Throughout their career, they have worked at T. Jackson & Company, R.E.B. Construction, Lapp'S Paint And Body, Arsenal Tattoo & Design, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Hoff has a Series 63 license, which qualifies them as a securities agent, and can serve investors in Texas. J. W. Cole Advisors, Inc is a registered investment firm headquartered in Tampa, FL. The firm has offices in 388 locations and a total of 521 financial advisors. It administers $5 billion in assets under management across its 24,060 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 27 charities and foundations. Of its 24,060 client accounts, just 8% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules typically are based on which services the firm provides the client. Fee types billed by J. W. Cole Advisors, Inc can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$4,854,030,147
521
24,060
$201,747
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
Aaron has been registered as a financial advisor for 0 years.*
J.W. Cole Advisors, Inc
J.W. Cole Financial, Inc
T. Jackson & Company
R.E.B. Construction
Lapp'S Paint And Body
Arsenal Tattoo & Design
*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 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
Palm Bay, FL
Tampa, FL
Parkville, MD
Hudson, FL
Tampa, FL
Metropolis, IL
Tampa, FL
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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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.
