Peter Z Hofstra

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

• 06/2011 → 10/2020
  Franklin Templeton Distributors Inc
  St. Petersburg, FL
• 07/2020 → 10/2020
  Franklin Templeton Financial Services Corp.
  St. Petersburg, FL
• 04/2021 → Present
  Edward Jones
  St. Louis, MO
• 10/2020 → 04/2021
  Unemployed
  Palmetto, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-07-13
• S63 Uniform Securities Agent State Law Examination
  2013-12-06

Other Names

• Peter Zachary Hofstra
• Peter Hofstra