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Jeremy Robert Hofer

Hofer & Associates Wealth Management

Thousand Oaks, CA

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Current Employers
Hofer & Associates Wealth Management

90 E Thousand Oaks Blvd. Suite 310, Thousand Oaks, CA 91360 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-02-24
CA RA APPROVED 2016-02-22
  • TX RA
    APPROVED_RES
    Since 2016-02-24
  • CA RA
    APPROVED
    Since 2016-02-22

Branch Locations

90 E Thousand Oaks Blvd. Suite 310, Thousand Oaks, CA 91360 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Hofer & Associates Wealth Management Simi Valley CA 01/2016 Present
Previous Registrations
Other Businesses

INSURANCE AGENT; APPROX 2.5 HOURS SPENT PER WEEK ON INSURANCE RELATED ACTIVITIES DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-22
  • S66 Uniform Combined State Law Examination
    2005-04-22
Designations
Other Names
  • Jeremy Hofer

View on SEC IAPD

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