Charles Hunter Hoffman

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 01/2017
  Nylife Securities Llc
  Bethesda, MD
• 08/2016 → 01/2017
  New York Life Insurance Company
  Bethesda, MD
• 02/2017 → 08/2018
  Nationwide
  Rockville, MD
• 03/2017 → 08/2018
  Nsllc
  Columbus, OH
• 07/2019 → Present
  Edward Jones
  St Louis, MO
• 09/2018 → 07/2019
  Unemployed
  Unemployed, NC
• 02/2017 → 08/2018
  Arnold Financial
  Rockvile, MD

Exams

• S66 Uniform Combined State Law Examination
  2019-11-06
• S63 Uniform Securities Agent State Law Examination
  2008-08-11

Designations

• Chartered Financial Consultant