Jason A Hoofnagle

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 08/2012 → 11/2016
  Wells Fargo Advisors Llc
  Plano, TX
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Plano, TX
• 09/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Plano, TX

Previous Registrations

• 2012-08-31 → 2022-09-09
  Wells Fargo Clearing Services, Llc
  Plano, TX
• 2009-06-01 → 2012-09-21
  Morgan Stanley
  Plano, TX
• 2003-07-10 → 2009-06-01
  Citigroup Global Markets Inc.
  Plano, TX
  Plano, TX
• 2000-03-24 → 2003-07-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX

Other Businesses

H2O ENTERPRISES LLC, NOT INV RELATED, PROSPER, TX, 100% OWNERSHIP, START 3/1/2022, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS CAR WASH BUSINESSES.| AUTO SHINE, NOT INV RELATED, MCALESTER, OK, 100% OWNERSHIP, START 3/1/2022, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, CAR WASH BUSINESS. | CAR WASH, NOT INV RELATED, MCALESTER, OK, 100% OWNERSHIP, START 3/1/2022, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, CAR WASH BUSINESS.| WILLOW BEND WEALTH MANAGEMENT LLC, INV RELATED, PROSPER, TX, 33.33% OWNERSHIP, START 9/10/2022, 50 HOURS PER MONTH, 40 HOURS DURING TRADING, FINET PRACTICE.| JHOOF ENTERPRISES LLC, INV RELATED, PROSPER, TX, 100% OWNERSHIP, START 9/12/2022, 50 HOURS PER MONTH, 50 HOURS DURING TRADING, FINET PRACTICE.| DOROTHY JENNINGS ESTATE; NOT INV RELATED; PLANO, TX; ESTATE; CO-EXECUTOR; START DATE 02/03/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| HOOFNAGLE GP, LLC; INV RELATED; PROSPER, TX; MERCHANT CASH AND STOCK DEAL; 90% OWNERSHIP; START DATE 07/21/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2000-03-23

Designations

• Certified Financial Planner