Jonathan Lee Hoffman

Current Employers

Zenith Investment Management, Llc

7702 E Doubletree Ranch Rd. Suite 300, Scottsdale, AZ 85258 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01

CA RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

9920 Pacific Heights Boulevard Ste. 150, San Diego, CA 92121 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Independent Capital Management	San Diego	CA	01/2019	Present
Sagepoint Financial	Phoenix	AZ	02/2019	04/2019
Harbor Pelican Deli And Fuel Dock	Oceanside	CA	04/2014	09/2017
University Of Saint Katherine	San Marcos	CA	08/2016	12/2018
Zenith Investment Management, Llc	San Diego	CA	03/2019	Present

01/2019 → Present

Independent Capital Management

San Diego, CA
02/2019 → 04/2019

Sagepoint Financial

Phoenix, AZ
04/2014 → 09/2017

Harbor Pelican Deli And Fuel Dock

Oceanside, CA
08/2016 → 12/2018

University Of Saint Katherine

San Marcos, CA
03/2019 → Present

Zenith Investment Management, Llc

San Diego, CA

Other Businesses

INDEPENDENT INSURANCE AGENT | CA LIC.# OM66281 LTC, LIFE AND DISABILITY INSURANCE | SINCE 11.02.18; Expires 11.30.20 | NOT INVESTMENT RELATED | SPENDS APPROXIMATELY 5 HOURS PER MONTH, DURING TRADING HOURS Business Address: ESCONDIDO, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-08-27

S65 Uniform Investment Adviser Law Examination

2020-08-27

View on SEC IAPD

Current Employers

Zenith Investment Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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