Meredith Hoffman, financial advisor Klamath Falls OR
93 score

Meredith Hoffman

CRD Number: 3128895
Current Firm: Edward Jones

Meredith Hoffman (CRD# 3128895) is an Investment Advisor Representative working at Edward Jones in Klamath Falls, OR and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2012 - Current 4
South Valley Wealth Management Klamath Falls, OR May 2007 - Jul 2012 5
State Farm Insurance-agent Steve Roberts Klamath Falls, OR Feb 2007 - May 2007 < 1
State Farm Vp Management Corp Klamath Falls, OR Feb 2007 - May 2007 < 1
Sunset Financial Services Kansas City, MO Oct 2005 - Feb 2007 1
Klamath Insurance Center Inc. Klamath Falls, OR Jun 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Meredith M. Hoffman
Phone Number: 314-515-2000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
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, MA, 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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