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JH

Jessica K. Hoffman

WEALTHCARE CAPITAL PARTNERS
ADEL, IA 50003
Some features on this profile are disabled
CRD#: 6937304
JH

Professional summary

Jessica Kay Hoffman, who also goes by Jessica Kay Roth, is a registered financial advisor currently at WEALTHCARE CAPITAL PARTNERS, LLC located in Adel, Iowa.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jessica has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jessica Kay Roth

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Kay Hoffman's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 12, 2024 - Present

WEALTHCARE CAPITAL PARTNERS, LLC

Office #1: 904 Nile Kinnick Drive South Unit 203, Adel, IA 50003
RIA
CRD#: 330300
ADEL, IA
Past

November 15, 2023 - April 30, 2024

ARKADIOS CAPITAL

BD
CRD#: 282710
INDIANOLA, IA
Past

March 15, 2023 - December 6, 2024

WEALTHCARE ADVISORY PARTNERS LLC

RIA
CRD#: 171976
Indianola, IA
Past

June 10, 2022 - June 30, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
WEST DES MOINES, IA
Past

June 10, 2022 - November 30, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
WEST DES MOINES, IA
Past

June 29, 2018 - June 13, 2022

EDWARD JONES

RIA
CRD#: 250
West Des Moines, IA
Past

June 7, 2018 - June 13, 2022

EDWARD JONES

BD
CRD#: 250
West Des Moines, IA

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".
WC
WEALTHCARE CAPITAL PARTNERS, LLC
ATLANTIC FINANCIAL SERVICES INC. | WEALTHCARE CAPITAL PARTNERS, LLC | VERITY FINANCIAL PLANNING | FELLOWS TOO | FELLOWS | FELLOW & BLAKE

CRD#: 330300 / SEC#: 801-129749

RIA
Registered Investment Advisory firm - (4/24/2024 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.

Highlighted states indicate IAR registrations

IAR
Iowa
(7/12/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/28/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/7/2018
General Securities Representative Examination

Current Firm

WC
WEALTHCARE CAPITAL PARTNERS, LLC
ATLANTIC FINANCIAL SERVICES INC. | WEALTHCARE CAPITAL PARTNERS, LLC | VERITY FINANCIAL PLANNING | FELLOWS TOO | FELLOWS | FELLOW & BLAKE

CRD#: 330300 / SEC#: 801-129749

RIA
Registered Investment Advisory firm - (4/24/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1065 Andrew Drive, West Chester, PA 19380
Mailing Address
Phone number
(804) 644-4711
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHCARE CAPITAL PARTNERS FORM ADV2A ("DISCLOSURE BROCHURE") AND APPENDIX 1 ("WRAP FEE PROGRAM") (10/17/2025)

Regulatory assets under management

Total Number of Accounts1,395
AUM (Assets Under Management)$ 330,922,755

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

WEALTHCARE CAPITAL PARTNERS, LLC

CRD#: 330300Adel, IA 50003

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