JH
Jonathan A. Hoffman
GOOD LIFE ADVISORS
Mt Pleasant, SC 29466
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CRD#: 4725815
JH
Professional summary
Jonathan Andrew Hoffman, who also goes by Andy Hoffman, is a registered financial advisor currently at GOOD LIFE ADVISORS, LLC located in Mt Pleasant, South Carolina and LPL FINANCIAL LLC located in Mount Pleasant, South Carolina.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jonathan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andy 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.
1) 09/23/2016: Good Life Advisors, LLC - Registered Investment Advisor Hybrid - DBA: (HYBRID) Good Life Advisors, LLC - Investment Related - 30 Commerce Drive, Wyomissing, PA 19610 - Start 08/26/2016 - 160 Hr/Mo; 8 Hour(s) During Securities Trading; 100% Time Spent - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in September 2016. I expect to spend approximately 160 hours per month] on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 10/19/2016: Good Life Financial Advisors - Registered Investment Advisor DBA - DBA: (hybrid) Good Life Financial Advisors - Investment Related - 1124 Park West Suite 205, Mt Pleasant SC 29466 - Start 09/23/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading - IARs associated with the RIA are also securities-registered with LPL. This DBA is also for LPL Business. 3) 2/8/2017 - No Business Name - Investment Related - Home Based - Non-Variable Insurance-Trails only - Started 04/01/2016 - 1 Hour Per Month During Securities Trading. 4) 6/21/2107 - Good Life IA, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 04/01/2017 - 10 Hours Per Month During Securities Trading - Trainer and Executive Case Design. 5) 10/24/2017 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2016 - 160 Hours Per Month During Securities Trading. 6) 10/24/2022 - Good Life Insurance Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 09/21/2016 - 8 Hours Per Month/2 Hours During Securities Trading. 7) 04/02/2024 - Hoff Enterprises LLC - Real Estate Rental - Investment Related - Charleston, SC - Start Date 01/19/2024 - 2 Hours Per Month/ 0 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Andrew Hoffman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 22, 2016 - Present
GOOD LIFE ADVISORS, LLC
Office #1: 1124 Park West Blvd Suite 102, Mt Pleasant, SC 29466RIA
CRD#: 171898
Mt Pleasant, SC
Current
September 21, 2016 - Present
LPL FINANCIAL LLC
Office #1: 205 Scott St, Mount Pleasant, SC 29464RIA
BD
CRD#: 6413
MOUNT PLEASANT, SC
Past
October 26, 2015 - March 28, 2016
EQUITY SERVICES, INC.
RIA
CRD#: 265
CHARLOTTE, NC
Past
October 23, 2015 - March 28, 2016
EQUITY SERVICES, INC.
BD
CRD#: 265
CHARLOTTE, NC
Past
May 18, 2012 - October 28, 2015
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
CHARLOTTE, NC
Past
August 12, 2011 - October 28, 2015
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
CHARLOTTE, NC
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".
GL
GOOD LIFE ADVISORS, LLC
A.C. HEARNE & CO LLC | VIRTUS WEALTH MANAGEMENT | VALLEY MANOR INVESTMENT MANAGEMENT | UMBRELLA WEALTH MANAGEMENT | THE HOSKINS & RAMIREZ GROUP | SUMMIT WEALTH PLANNING | STROHM WEALTH ADVISORS, LLC | STRATEGIC WEALTH ADVISORS | SHEAR CAPITAL GROUP, LLC FINANCIAL PLANNING AND WEALTH MGT. SERVICES | SEVEN FIELDS WEALTH MANAGEMENT | SCOTT WEALTH MANAGEMENT | SALEEM & ASSOCIATES WEALTH MANAGERS | RESOLUTE FAMILY WEALTH ADVISORS | PRINCIPLE WEALTH MANAGEMENT GROUP | PILLAR FINANCIAL SERVICES | PCG WEALTH MANAGEMENT | OPUS WEALTH MANAGEMENT GROUP | MY PLANNING PRO | MODERN FAMILY ASSET MANAGEMENT | MCCALEB WEALTH MANAGEMENT | LS INVESTMENT MANAGEMENT | LPL FINANCIAL | LORD INVESTMENT GROUP, LLC | LIGHTHOUSE FINANCIAL | INDEPENDENT RETIREMENT PARTNERS, LLC | GRANDVIEW WEALTH MANAGEMENT | GRADVIEW EWEALTH MANAGEMENT | GOOD LIFE FINANCIAL GROUP OF WYOMISSING | GOOD LIFE FINANCIAL GROUP | GOOD LIFE FINANCIAL ADVISORS OF ORLANDO | GOOD LIFE FINANCIAL ADVISORS OF NOVA | GOOD LIFE FINANCIAL ADVISORS OF MT. PLEASANT, SC | GOOD LIFE FINANCIAL ADVISORS OF CENTRAL FLORIDA | GOOD LIFE FINANCIAL ADVISORS OF CELEBRATION | GOOD LIFE FINANCIAL ADVISORS | GOOD LIFE COMPANIES | GOOD LIFE ADVISORS, LLC | GOOD LIFE ADVISORS OF WEST MICHIGAN | GOOD LIFE ADVISORS OF THE LEHIGH VALLEY | GOOD LIFE ADVISORS OF MT. PLEASANT SC | GOOD LIFE ADVISORS OF BERKS COUNTY | GENERATIONS ASSET MANAGEMENT | GDI WEALTH PLANNING GROUP | FREEDOM INVESTMENT MANAGEMENT | FREEDOM FIRST WEALTH MANAGEMENT | FIRESIDE FINANCIAL PARTNERS | ETHOS WEALTH MANAGEMENT | DSG WEALTH MANAGEMENT | DANZER WEALTH MANAGEMENT | CROSS ROADS INVESTMENT MANAGEMENT | CORNERSTONE WEALTH MANAGEMENT - DEATON PRICE GROUP | CORNERSTONE FINANCIAL MANAGEMENT - THE TEMPLETON GROUP | CORNERSTONE FINANCIAL MANAGEMENT | CONVERGENCE FINANCIAL | COMMERCIAL TRUST FINANCIAL SERVICES | CITADEL FINANCIAL PLANNING | BLUESAFE FINANCIAL | BLACK DIAMOND FINANCIAL GROUP | BEGBIE WEALTH ADVISORY LLC | APEIRON WEALTH MANAGEMENT | ALLGOOD FINANCIAL | ADVICE ONLY FINANCIAL PLANS
CRD#: 171898 / SEC#: 801-80003
RIA
Registered Investment Advisory firm - (7/7/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/10/2020)
RR
Michigan(9/10/2020)
RR
North Carolina(9/21/2016)
RR
South Carolina(9/21/2016)
IAR
South Carolina(9/22/2016)
RR
South Dakota(8/1/2019)
IAR
Texas(7/25/2018)
RR
Virginia(5/31/2023)
RR
Washington(10/15/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GL
GOOD LIFE ADVISORS, LLC
A.C. HEARNE & CO LLC | VIRTUS WEALTH MANAGEMENT | VALLEY MANOR INVESTMENT MANAGEMENT | UMBRELLA WEALTH MANAGEMENT | THE HOSKINS & RAMIREZ GROUP | SUMMIT WEALTH PLANNING | STROHM WEALTH ADVISORS, LLC | STRATEGIC WEALTH ADVISORS | SHEAR CAPITAL GROUP, LLC FINANCIAL PLANNING AND WEALTH MGT. SERVICES | SEVEN FIELDS WEALTH MANAGEMENT | SCOTT WEALTH MANAGEMENT | SALEEM & ASSOCIATES WEALTH MANAGERS | RESOLUTE FAMILY WEALTH ADVISORS | PRINCIPLE WEALTH MANAGEMENT GROUP | PILLAR FINANCIAL SERVICES | PCG WEALTH MANAGEMENT | OPUS WEALTH MANAGEMENT GROUP | MY PLANNING PRO | MODERN FAMILY ASSET MANAGEMENT | MCCALEB WEALTH MANAGEMENT | LS INVESTMENT MANAGEMENT | LPL FINANCIAL | LORD INVESTMENT GROUP, LLC | LIGHTHOUSE FINANCIAL | INDEPENDENT RETIREMENT PARTNERS, LLC | GRANDVIEW WEALTH MANAGEMENT | GRADVIEW EWEALTH MANAGEMENT | GOOD LIFE FINANCIAL GROUP OF WYOMISSING | GOOD LIFE FINANCIAL GROUP | GOOD LIFE FINANCIAL ADVISORS OF ORLANDO | GOOD LIFE FINANCIAL ADVISORS OF NOVA | GOOD LIFE FINANCIAL ADVISORS OF MT. PLEASANT, SC | GOOD LIFE FINANCIAL ADVISORS OF CENTRAL FLORIDA | GOOD LIFE FINANCIAL ADVISORS OF CELEBRATION | GOOD LIFE FINANCIAL ADVISORS | GOOD LIFE COMPANIES | GOOD LIFE ADVISORS, LLC | GOOD LIFE ADVISORS OF WEST MICHIGAN | GOOD LIFE ADVISORS OF THE LEHIGH VALLEY | GOOD LIFE ADVISORS OF MT. PLEASANT SC | GOOD LIFE ADVISORS OF BERKS COUNTY | GENERATIONS ASSET MANAGEMENT | GDI WEALTH PLANNING GROUP | FREEDOM INVESTMENT MANAGEMENT | FREEDOM FIRST WEALTH MANAGEMENT | FIRESIDE FINANCIAL PARTNERS | ETHOS WEALTH MANAGEMENT | DSG WEALTH MANAGEMENT | DANZER WEALTH MANAGEMENT | CROSS ROADS INVESTMENT MANAGEMENT | CORNERSTONE WEALTH MANAGEMENT - DEATON PRICE GROUP | CORNERSTONE FINANCIAL MANAGEMENT - THE TEMPLETON GROUP | CORNERSTONE FINANCIAL MANAGEMENT | CONVERGENCE FINANCIAL | COMMERCIAL TRUST FINANCIAL SERVICES | CITADEL FINANCIAL PLANNING | BLUESAFE FINANCIAL | BLACK DIAMOND FINANCIAL GROUP | BEGBIE WEALTH ADVISORY LLC | APEIRON WEALTH MANAGEMENT | ALLGOOD FINANCIAL | ADVICE ONLY FINANCIAL PLANS
CRD#: 171898 / SEC#: 801-80003
RIA
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Contact information
Main Address
2395 Lancaster Pike, Reading, PA 19607
Mailing Address
Phone number
(610) 898-6927
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18,113 |
| AUM (Assets Under Management) | $ 3,486,583,189 |
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.
Company Information
GOOD LIFE ADVISORS, LLC
CRD#: 171898Mt Pleasant, SC 29466TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
