Jeffrey L. Hoffman

Some features on this profile are disabled

CRD#: 4379285

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Lawrence Hoffman, who also goes by Jeff Hoffman, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1997. Jeffrey had worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Aliases

Jeff Hoffman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 12, 2009 - December 31, 2018

DEMARCHE

RIA

CRD#: 105500

MERRIAM, KS

Past

July 8, 1997 - December 31, 2018

ENDEX CAPITAL MANAGMENT LLC

RIA

CRD#: 109541

Merriam, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DEMARCHE

DEMARCHE | DEMARCHE ASSOCIATES INC

CRD#: 105500 / SEC#: 801-11574

RIA

Registered Investment Advisory firm - (4/30/1976 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

DEMARCHE

DEMARCHE | DEMARCHE ASSOCIATES INC

CRD#: 105500 / SEC#: 801-11574

RIA

Registered Investment Advisory firm - (4/30/1976 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10975 Grandview Drive Suite 500, Overland Park, KS 66210-1564

Mailing Address

Phone number

(913) 384-4994

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

DEMARCHE ASSOCIATES, PART II(A) ADV FORM, MARCH 26, 2025 (3/27/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey L. Hoffman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DEMARCHE

ENDEX CAPITAL MANAGMENT LLC

Primary Firm SEC Registration

DEMARCHE

State Registrations and Notice Filings

Exams

Current Firm

DEMARCHE

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

DEMARCHE

TRUST BUT VERIFY

Similar Advisors