Brett Von Hoffmann, financial advisor Edmonds WA
93 score

Brett Von Hoffmann

CRD Number: 5315252
Current Firm: J.p. Morgan Securities LLC

Brett Von Hoffmann (CRD# 5315252) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Edmonds, WA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Edmonds, WA Oct 2012 - Current 4
Chase Investment Services Corp Edmonds, WA Oct 2010 - Oct 2012 2
Edward Jones St Louis, MO Apr 2010 - Oct 2010 < 1
Edward Jones Edmonds, WA Nov 2009 - Mar 2010 < 1
Chase Investment Services Corp. Edmonds, WA May 2009 - Nov 2009 < 1
Wm Financial Services Edmonds, WA Feb 2007 - May 2009 2
Bellevue Radio Inc. Bellevue, WA Aug 2005 - Mar 2007 1
Washington Mutual Edmonds, WA Nov 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Brett J. Von Hoffmann
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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