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Jason Andrew Rose

Hofkin Capital Management, Inc.

Edina, MN

CRD 5246015

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Employer firm

Hofkin Capital Management, Inc. CRD 110068

$88.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Hofkin Capital Management, Inc.

200 Southdale Center, Edina, MN 55435 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APP_PEND_IARCE 2026-01-01
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

200 Southdale Center, Edina, MN 55435 • 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
Hofkin Capital Management, Inc. Minnetonka MN 02/2022 Present
Greater Twin Cities United Way Minneapolis MN 04/2018 Present
Jewish National Fund Minneapolis MN 01/2016 04/2018
  • 02/2022 → Present
    Minnetonka, MN
  • 04/2018 → Present
    Greater Twin Cities United Way
    Minneapolis, MN
  • 01/2016 → 04/2018
    Jewish National Fund
    Minneapolis, MN
Previous Registrations
Other Businesses

GREATER TWIN CITIES UNITED WAY; NOT INVESTMENT RELATED; FUNDRAISER; START DATE 04/2018; MINNEAPOLIS, MN; APPROXIMATELY 65% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-09
S66 Uniform Combined State Law Examination 2010-10-21
  • S65 Uniform Investment Adviser Law Examination
    2020-11-09
  • S66 Uniform Combined State Law Examination
    2010-10-21

View on SEC IAPD

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