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Jeremy Robert Hofer

HOFER & ASSOCIATES, INC.·THOUSAND OAKS, California
SIE, Series 7, Series 66CFPChFC21 years registeredHOFER & ASSOCIATES, INC.
90 E THOUSAND OAKS BLVD., THOUSAND OAKS, CA 91360CRD# 4909799Firm CRD# 282005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy Robert Hofer · THOUSAND OAKS, CA
Registration
CRD #4909799 · HOFER & ASSOCIATES, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

HOFER & ASSOCIATES WEALTH MANAGEMENT
Feb 2016 – present
THRIVENT INVESTMENT MANAGEMENT INC.
Mar 2006 – Feb 2016
THOUSAND OAKS, CA
UBS FINANCIAL SERVICES INC.
Apr 2005 – Feb 2006
BEVERLY HILLS, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 25, 2005
Years registered · 21
Professional designations · CFP, ChFC
03

Disclosure History

2016Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
HOFER & ASSOCIATES, INC.
CRD 282005 · SEC 801-125790
AUM
$149M
Regulatory assets under management
Employees
3
287 client accounts
Services offered by HOFER & ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HOFER & ASSOCIATES, INC. →
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05

Frequently Asked Questions

What services does Jeremy Robert Hofer offer?
Jeremy Robert Hofer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Jeremy Robert Hofer's credentials?
Jeremy Robert Hofer holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeremy Robert Hofer located?
Jeremy Robert Hofer is based in THOUSAND OAKS, California, working with HOFER & ASSOCIATES, INC.. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
How does Jeremy Robert Hofer charge for services?
Jeremy Robert Hofer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOFER & ASSOCIATES, INC.?
HOFER & ASSOCIATES, INC. has approximately 3 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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