Jason W Hoffman
CFP®Professional Summary
Jason W Hoffman, CFP® is a registered financial advisor currently at WISS PRIVATE CLIENT ADVISORS, LLC located in Florham Park, New Jersey. Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jason has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
23 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
WISS FAMILY OFFICE | WISS WEALTH MANAGEMENT LLC | WISS WEALTH ADVISORS, LLC | WISS PRIVATE CLIENT ADVISORS, LLC
Contact Information
Main Address
100 Campus Drive W Suite 400, Florham Park, NJ 07932Phone Number
(973) 577-2872# of Employees
12SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
753AUM (Assets Under Management)
$1,215,546,286Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/03/2025 | Cover Page | Report |
| 01/24/2025 | Cover Page | Report |
| 01/27/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
WISS FAMILY OFFICE | WISS WEALTH MANAGEMENT LLC | WISS WEALTH ADVISORS, LLC | WISS PRIVATE CLIENT ADVISORS, LLC
State Registrations and Notice Filings
(5/8/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2003About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jason W Hoffman's CRS (Customer Relationship Summary).
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