James Dehoff

Current Employers

Employment History

• 08/2016 → 01/2018
  Allen Wealth Strategies
  Southgate, MI
• 02/2018 → 08/2020
  Flagstar
  Westland, MI
• 02/2018 → 08/2020
  Infinex Investments, Inc.
  Meriden, CT
• 09/2020 → 08/2023
  Fidelity Investments
  Jacksonvillle, FL
• 09/2023 → 09/2025
  Fidelity Investments
  Jacksonville, MA
• 07/2025 → Present
  Dehoff Wealth Advisory Llc
  Jacksonville, FL
• 09/2025 → Present
  Ss&C
  Jacksonville, FL

Previous Registrations

• 2025-03-31 → 2025-09-01
  Strategic Advisers Llc
  Jacksonville, FL
  Jacksonville, FL
  Boston, MA
• 2020-11-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2018-02-27 → 2020-08-08
  Osaic Institutions, Inc.
  Westland, MI
  Allen Park, MI
  Dearborn Heights, MI
  Monroe, MI
  Southgate, MI
  Dearborn, MI
• 2017-02-16 → 2018-01-16
  Signator Investors, Inc.
  Southgate, MI

Other Businesses

- Name of the other business: SS&C - Investment-related: No - Address: Jacksonville, FL - Nature of the other business: Software provider - Position/duties/titles: Client Advocate, assist financial advisors with investment software - Start date: 09/2025 - Number of hours/month: 160 - Number of hours during securities trading hours: 110 James DeHoff is currently a licensed insurance agent, however he no longer sells any insurance products, is not affiliated with any insurance companies, and does not devote any time to insurance-related activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-19
• S63 Uniform Securities Agent State Law Examination
  2016-09-23

Other Names

• James Dehoff
• James M Dehoff
• James Mitchell Dehoff