Jeremy Hofer, financial advisor Thousand Oaks CA

Jeremy Hofer

CRD Number: 4909799
Current Firm: Hofer & Associates Wealth Management

Jeremy Hofer (CRD# 4909799) is an Investment Advisor Representative working at Hofer & Associates Wealth Management in Thousand Oaks, CA and has over 18 years of experience in the finance industry. Jeremy Hofer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hofer & Associates Wealth Management Simi Valley, CA Jan 2016 - Current 8
Thrivent Investment Management Inc. Thousand Oaks, CA Mar 2006 - Feb 2016 9
Thrivent Financial For Lutherans Appleton, CA Mar 2006 - Feb 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeremy R. Hofer
Phone Number: 805-557-8054
Firm Website: http://www.hoferwm.com/
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $517,885
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, ID, NE, TX, WA

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