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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathon? Claim Your ProfileJohnathon Hoffman is a financial advisor with Fisher Investments. Johnathon is a Registered Investment Advisor (RIA) in Texas. Johnathon has been in the financial industry since June 2015. Johnathon has experience working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, investment companies, pooled investment vehicles, and pension and profit-sharing plans. Johnathon offers portfolio management, financial planning, and portfolio assessment. Johnathon is also an employee/owner of JOHN HOFFMAN DAILY. Johnathon specializes in providing investment advice to clients with a focus on retirement planning, education planning, and estate planning. Johnathon’s approach to investment management is based on a long-term, disciplined approach to investing.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
12/17/2018 - Present
Fisher Investments (PLANO TX)
NJ
12/06/2016 - 10/16/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MORRISTOWN NJ)
IA
Issued 12/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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