Jerald R. Hoffner
Professional summary
Jerald Ray Hoffner, who also goes by Jady Ray Hoffner, is a registered financial advisor currently at STRATEGIC FINANCIAL INC. located in West Fargo, North Dakota.
Jerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Jerald has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jerald Ray Hoffner's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 25, 2008 - Present
STRATEGIC FINANCIAL INC.
Office #1: 530 Oak Ridge Way E. Suite 104, West Fargo, ND 58078August 8, 2013 - December 31, 2023
CROWN CAPITAL SECURITIES, L.P.
January 11, 2006 - July 26, 2013
HBW SECURITIES LLC
October 31, 2003 - December 31, 2005
AMERICAN GENERAL SECURITIES INCORPORATED
September 4, 2002 - October 31, 2003
MM ASCEND LIFE INVESTOR SERVICES, LLC
August 30, 1985 - September 6, 2002
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/9/2013)
(8/25/2008)
Exams
Current Firm
STRATEGIC FINANCIAL INC.
CRD#: 147215 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 452 |
| AUM (Assets Under Management) | $ 34,763,834 |
Red Flags
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