AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BH

Bjorn Hoffman

ACORNS SECURITIES
IRVINE, CA
·CRD# 6914852·8 years experience

Professional Summary

Bjorn Hoffman, who also goes by Bjorn Ks Hoffman, is a registered financial advisor currently at ACORNS SECURITIES, LLC located in Irvine, California. Bjorn is registered as a RR (Registered Representative) and started their career in finance in 2018. Bjorn has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bjorn Ks Hoffman

Blog Corner

More Resources

Similar Advisors

Mark Kendall Rylance
NEWPORT BEACH, CA · CRD#
View profile
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Contact Information

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

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

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.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Years of Experience

8 years in the financial services industry

Current & Past Employments

Current

ACORNS SECURITIES, LLCCurrent·CRD# 168172
BD
5300 California Avenue, Irvine, CA 92617
April 24, 2026 - Present

Past

CASH APP INVESTING LLCPast·CRD# 144076
BD
Oakland, CA
September 9, 2021 - May 28, 2026
EQUITYZEN SECURITIES LLCPast·CRD# 281820
BD
New York, NY
June 10, 2021 - February 28, 2022
SECURITIES AMERICA ADVISORS, INC.Past·CRD# 110518
RIA
Seattle, WA
November 6, 2020 - February 5, 2021
SECURITIES AMERICA, INC.Past·CRD# 10205
BD
Seattle, WA
November 6, 2020 - February 5, 2021
KMS FINANCIAL SERVICES, INC.Past·CRD# 3866
RIA
Seattle, WA
February 18, 2020 - November 6, 2020
KMS FINANCIAL SERVICES, INC.Past·CRD# 3866
BD
Seattle, WA
February 18, 2020 - November 6, 2020
MML INVESTORS SERVICES, LLCPast·CRD# 10409
RIA
Seattle, WA
October 24, 2019 - January 23, 2020
MML INVESTORS SERVICES, LLCPast·CRD# 10409
BD
Seattle, WA
September 9, 2019 - January 23, 2020
FORESTERS ADVISORY SERVICES, LLCPast·CRD# 164663
RIA
Renton, WA
November 30, 2018 - June 20, 2019
FORESTERS FINANCIAL SERVICES, INC.Past·CRD# 305
BD
Renton, WA
March 16, 2018 - June 20, 2019

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

Current Firm

AS
ACORNS SECURITIES, LLC

ACORNS SECURITIES, LLC

CRD#: 168172 / SEC#: 8-69294
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Contact Information

Main Address

5300 California Avenue, Irvine, CA 92617

Mailing Address

5300 California Avenue, Irvine, CA 92617

Phone Number

(855) 739-2859

Established

Delaware since 04/09/2013

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ACORNS GROW INCORPORATEDMANAGING MEMBER—
CHISOLM, DENISECHIEF COMPLIANCE OFFICER2743307
HARPER, DEREKCONTROLLER, FINOP6402693
SULLIVAN, BEAUCHIEF EXECUTIVE OFFICER5151289

Disclosures

Regulatory Event

2

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

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.

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(4/24/2026)
RR
Washington
(4/24/2026)

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 Nov 2018About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2018About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2018About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 2018About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Sep 2019About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Jun 2018About the Series 26 exam
FINRA
SRO Registrations

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#

CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

Similar Advisors

NEWPORT BEACH, CA · CRD#
Ryan Anthony Gallo
Ryan Anthony Gallo

LPL FINANCIAL LLC

FULLERTON, CA · CRD#
Barton S Pearce
Barton S Pearce

PARK AVENUE SECURITIES LLC

Irvine, CA · CRD#
Michael Gregory Jensen
Michael Gregory Jensen

FALCON WEALTH PLANNING, LLC

Irvine, CA · CRD#