JH
Jantz C. Hoffman
CSLA FINANCIAL
Camas, WA
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CRD#: 4854438
JH
Professional summary
Jantz Clark Hoffman, who also goes by Jantz Hoffman, is a registered financial advisor currently at CSLA FINANCIAL INC located in Camas, Washington.
Jantz is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jantz has worked at 3 firms and has passed the Series 65, Series 34 and Series 30 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jantz 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) CSLA Technologies; non-investment related; Address: 30 N Gould Suite #5480, Sheridan WY 82801; Nature of Business: Develops CRM software for financial professionals who are providing advice to borrower's of student loans; Relationship: Minority owner; Start Date: 8/11/16; # of hours devoted to business: 5 hour per month; # hours during trading hours: 1 hour per month; Duties: Minority owner with no day to day responsibilities. 2) Certified Student Loan Advisor Board of Standards; non-investment related; Address: 7920 Preston Road, Suite 200 Plano, TX 75024; Title: Chairman of Board of Directors; Start Date: 3/2/16; # of hours devoted to business: 10 hour per month; # of hours during trading hours: 2 hour per month; Duties: oversees a professional designation and course content for financial professionals who advice clients about student loan repayment. 3) Insurance; non-investment related; Address: 3310 NE Tillicum Cir., Camas, WA 98607; Title: Independently licensed insurance agent; Start Date: 01/2012; # of hours devoted to business: 8 hours per month; # of hours during trading hours: 2 hours per month; Insurance sales 4)Fosterus; non-investment related; Address: 5426 Dunmore Rd. Wilmington, NC 28409; Nature of business: Fosterus a 501C3 non profit that supports public service employment by operating student loan repayment assistance programs; Position: Board Member; Start date: 1/1/22; # of hours per month to the other business: 10 hours per month; # of hours per month during securities trading hours: .25 hours per month; Describe duties: I sit on the board and help the organization make decisions to further their mission.
CRS (Client Relationship Summary) - RIA
Click below to view Jantz Clark 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
November 29, 2016 - Present
CSLA FINANCIAL INC
RIA
CRD#: 283082
Camas, WA
Past
March 9, 2016 - August 8, 2016
PORTSMOUTH FINANCIAL SERVICES
RIA
CRD#: 13980
SAN FRANCISCO, CA
Past
March 10, 2014 - July 28, 2014
INTERACTIVE FINANCIAL ADVISORS
RIA
CRD#: 125117
ESCONDIDO, CA
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.Highlighted states indicate IAR registrations
IAR
Arizona(1/30/2024)
IAR
California(3/17/2017)
IAR
Florida(6/27/2024)
IAR
Massachusetts(4/4/2024)
IAR
Nevada(3/15/2024)
IAR
Oregon(10/16/2019)
IAR
Texas(6/11/2019)
IAR
Washington(11/29/2016)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CF
CSLA FINANCIAL INC
ADVANTAGE GROUP SERVICES | HOFFMAN, JANTZ CLARK | CSLA FINANCIAL INC
CRD#: 283082 / SEC#:
Arizona
Registered Investment Advisory firm - (1/30/2024 Approved)California
Registered Investment Advisory firm - (3/17/2017 Approved)Florida
Registered Investment Advisory firm - (6/27/2024 Approved)Massachusetts
Registered Investment Advisory firm - (4/4/2024 Approved)Nevada
Registered Investment Advisory firm - (3/13/2024 Approved)Oregon
Registered Investment Advisory firm - (10/16/2019 Approved)Texas
Registered Investment Advisory firm - (6/11/2019 Conditional Restricted)Washington
Registered Investment Advisory firm - (11/29/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Camas, WA
Mailing Address
1425 Broadway #27793, Seattle, WA 98122
Phone number
(858) 228-4352
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 4,690,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
