Jessica Kay Hoffman

Employer firm

Wealthcare Capital Partners, LLC CRD 330300

$407M regulatory AUM

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

• 04/2018 → 05/2022
  Edward D. Jones & Co., L.P.
  St Louis, MO
• 01/2018 → 04/2018
  Greenfield Family Dentistry
  Greenfield, IA
• 10/2017 → 12/2017
  Restoration Dental Center
  Marion, IA
• 08/2017 → 12/2017
  Kirkwood Community College
  Cedar Rapids, IA
• 01/2017 → 08/2017
  Blair Ridge Dental
  Hiawatha, IA
• 08/2012 → 12/2016
  Reitz Dental
  Reading, PA
• 06/2022 → 11/2023
  Lpl Financial Llc
  West Des Moines, IA
• 03/2023 → 12/2024
  Wealthcare Advisory Partners
  Indianola, IA
• 11/2023 → 04/2024
  Arkadios Capital
  Atlanta, GA
• 07/2024 → Present
  Wealthcare Capital Partners, Llc
  Indianolo, IA

Previous Registrations

• 2023-03-15 → 2024-12-06
  Wealthcare Advisory Partners Llc
  Indianola, IA
  West Chester, PA
• 2022-06-10 → 2023-06-30
  Lpl Financial Llc
  West Des Moines, IA
  Adel, IA
  Indianola, IA
  Adel, IA
• 2018-06-29 → 2022-06-13
  Edward Jones
  Clive, IA
  Winterset, IA
  St Louis, MO
  West Des Moines, IA

Other Businesses

1. Name of Business: Waukee Dental; Investment-Related: No; Address: 402 E Hickman Rd., Waukee, IA 50623; Nature of Business: Dental Office; Position: Dental Hygienist; Start Date: 4/28/25; Hours per Month Spent: 20, 15% during trading hours; Duties: Patient prophylaxis, periodontal disease treatment, prevention of oral diseases 2. Name of Business: Highland Capital Brokerage; Investment-Related: Yes; Address: 505 Waterford Park, Minneapolis, MN 55441; Nature of Business: Insurance; Position: Insurance and Annuity Agent; Start Date: 1/1/2025; Hours per Month Spent: 2, 0% during trading hours; Duties: Write insurance and indexed annuity policies for clients as needed: Term, Whole, Disability, LTC, Indexed

Exams

• S66 Uniform Combined State Law Examination
  2018-06-28

Other Names

• Jessica Kay Roth