Jared P. Hoffman

BROADLEAF PARTNERS

Hudson, OH 44236

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CRD#: 6953475

Professional summary

Jared Paul Hoffman is a registered financial advisor currently at BROADLEAF PARTNERS, LLC located in Hudson, Ohio.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jared has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Jared Paul 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

September 14, 2022 - Present

BROADLEAF PARTNERS, LLC

Office #1: 9 Aurora Street, Suite #5, Hudson, OH 44236

RIA

CRD#: 137433

Hudson, OH

Past

February 7, 2019 - June 11, 2021

VALMARK SECURITIES, INC.

CRD#: 31243

AKRON, OH

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".

BROADLEAF PARTNERS, LLC

CRD#: 137433 / SEC#: 801-71143

RIA

Registered Investment Advisory firm - (2/25/2010 Approved)

Ohio

Registered Investment Advisory firm - (2/26/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(9/14/2022)

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

State Security Law Exam

IAR

Series 66

Date: 6/21/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/7/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/2/2018

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 24

Date: 8/14/2020

General Securities Principal Examination

Current Firm

BROADLEAF PARTNERS, LLC

CRD#: 137433 / SEC#: 801-71143

RIA

Registered Investment Advisory firm - (2/25/2010 Approved)

Ohio

Registered Investment Advisory firm - (2/26/2010 Terminated)

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Contact information

Main Address

9 Aurora Street, Suite #5, Hudson, OH 44236

Mailing Address

Phone number

(330) 650-0921

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/12/2025)

ADV PART 2B JARED PAUL HOFFMAN - 2023 (3/12/2025)

ADV PART 2B DOUGLAS SCOTT MACKAY - 2023 (3/12/2025)

ADV PART 2B WILLIAM FRANK HOOVER - 2023 (3/12/2025)

Regulatory assets under management

Total Number of Accounts	526
AUM (Assets Under Management)	$ 494,739,045

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.

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Jared P. Hoffman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BROADLEAF PARTNERS, LLC

VALMARK SECURITIES, INC.

Primary Firm SEC Registration

BROADLEAF PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/21/2022

Series 7TO

Date: 2/7/2019

SIE

Date: 11/2/2018

Series 24

Date: 8/14/2020

Current Firm

BROADLEAF PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BROADLEAF PARTNERS, LLC

TRUST BUT VERIFY

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