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Jason W Hoffman

Wiss Private Client Advisors, LLC

Florham Park, NJ

CRD 4674092

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Employer firm

Wiss Private Client Advisors, LLC CRD 286319

$1.22B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Wiss Private Client Advisors, Llc

100 Campus Drive W Suite 400, Florham Park, NJ 07932 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-05-08
  • NJ RA
    APPROVED
    Since 2025-05-08

Branch Locations

100 Campus Drive W Suite 400, Florham Park, NJ 07932 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 07/2010 04/2022
Bank Of America,N.A. West Nyack NY 05/2011 04/2022
Us Bank Minneapolis MN 04/2022 05/2025
Wiss Private Client Advisors, Llc Florham Park NJ 05/2025 Present
  • 07/2010 → 04/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Paramus, NJ
  • 05/2011 → 04/2022
    Bank Of America,N.A.
    West Nyack, NY
  • 04/2022 → 05/2025
    Us Bank
    Minneapolis, MN
  • 05/2025 → Present
    Wiss Private Client Advisors, Llc
    Florham Park, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-07-28
  • S63 Uniform Securities Agent State Law Examination
    2003-07-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

THOMAS J. BIRRITTELLA
DAVID F BOAK
Raman Bhalla

Nearby Offices

JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ

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