Laura B. Hoffman

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 05/2012 → 06/2017
  Jpmorgan Chase Bank
  Stony Brook, NY
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Mount Sinai, NY
• 06/2017 → Present
  Jpmorgan Chase Bank, N.A.
  Mount Sinai, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-11-03
• S63 Uniform Securities Agent State Law Examination
  2012-12-06

Designations

• Certified Financial Planner

Other Names

• Laura Bernadette Ginex
• Laura B Hoffman
• Laura Hoffman
• Laura Bernadette Hoffman