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JH

Jantz Clark Hoffman

CSLA FINANCIAL
Camas, WA
·CRD# 4854438·16 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jantz Hoffman

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

16 years in the financial services industry

Current & Past Employments

CSLA FINANCIAL INC·CRD# 283082
RIA
Camas, WA
November 29, 2016 - Present
PORTSMOUTH FINANCIAL SERVICES·CRD# 13980
RIA
San Francisco, CA
March 9, 2016 - August 8, 2016
INTERACTIVE FINANCIAL ADVISORS·CRD# 125117
RIA
Escondido, CA
March 10, 2014 - July 28, 2014

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Current Firm

CF
CSLA FINANCIAL INC

ADVANTAGE GROUP SERVICES | HOFFMAN, JANTZ CLARK | CSLA FINANCIAL INC

CRD#: 283082
Arizona
Registered Investment Advisory firm - Arizona (1/30/2024 Approved)
California
Registered Investment Advisory firm - California (3/17/2017 Approved)
Florida
Registered Investment Advisory firm - Florida (6/27/2024 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (9/3/2026 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (4/4/2024 Approved)
Montana
Registered Investment Advisory firm - Montana (1/15/2026 Approved)
Nevada
Registered Investment Advisory firm - Nevada (3/13/2024 Approved)
Oklahoma
Registered Investment Advisory firm - Oklahoma (3/12/2026 Approved)
Oregon
Registered Investment Advisory firm - Oregon (10/16/2019 Approved)
Texas
Registered Investment Advisory firm - Texas (6/11/2019 Conditional Restricted)
Washington
Registered Investment Advisory firm - Washington (11/29/2016 Approved)

Contact Information

Main Address

Camas, WA

Mailing Address

1425 Broadway #27793, Seattle, WA 98122

Phone Number

(760) 815-4300

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

122

AUM (Assets Under Management)

$7,504,069

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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.

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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.
IAR
Arizona
(1/30/2024)
IAR
California
(3/17/2017)
IAR
Florida
(6/27/2024)
IAR
Louisiana
(9/3/2026)
IAR
Massachusetts
(4/4/2024)
IAR
Montana
(1/22/2026)
IAR
Nevada
(3/15/2024)
IAR
Oklahoma
(3/16/2026)
IAR
Oregon
(10/16/2019)
IAR
Texas
(6/11/2019)
IAR
Washington
(11/29/2016)

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 65 — Uniform Investment Adviser Law Examination

Passed Aug 2013About the Series 65 exam

Series 34 — Retail Off-Exchange FOREX Examination

Passed Oct 2010About the Series 34 exam

Series 30 — NFA Branch Manager Examination

Passed Apr 2011About the Series 30 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jantz Clark Hoffman's CRS (Customer Relationship Summary).

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