Jason Griffith
CRD Number: 4683162Current Firm: Hoffman & Associates Financial & Estate Advisors, Inc.
Jason Griffith (CRD# 4683162) is an Investment Advisor Representative working at Hoffman & Associates Financial & Estate Advisors, Inc. in Ventura, CA and has over 19 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifepro Asset Management, LLC | San Diego, CA | Jun 2023 - Current | < 1 |
| Hoffman & Associates Financial And Estate Advisors, Inc. | Ventura, CA | Jan 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- CA
- TX
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts48ACCOUNTS
-
Average Account Value$523,473
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX
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