Unclaimed Profile

Jason Daniel Griffith

HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.·VENTURA, California

Series 7, Series 66Clean record20 years registeredHOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.

121 N. FIR STREET, SUITE D, VENTURA, CA 93001CRD# 4683162Firm CRD# 134563

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Daniel Griffith · VENTURA, CA

Registration

CRD #4683162 · HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

SIMPLICITY WEALTH

Feb 2025 – present

LIFEPRO ASSET MANAGEMENT

Jun 2023 – Feb 2025

Ventura, CA

HOFFMAN & ASSOCIATES FINANCIAL AND ESTATE ADVISORS, INC.

Jan 2013 – Apr 2026

VENTURA, CA

GIRARD SECURITIES, INC.

Jun 2010 – Dec 2010

VENTURA, CA

HOFFMAN & ASSOCIATES FINANCIAL AND ESTATE ADVISORS, INC.

Jan 2009 – Mar 2012

VENTURA, CA

HOFFMAN & ASSOCIATES FINANCIAL AND ESTATE ADVISORS, INC.

Dec 2006 – Dec 2008

VENTURA, CA

INVESTOR COACHING SYSTEMS

Apr 2006 – Dec 2006

VENTURA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · April 24, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.

CRD 134563 · SEC 801-125720

AUM

$25M

Regulatory assets under management

Employees

48 client accounts

Services offered by HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jason Daniel Griffith offer?

Jason Daniel Griffith specializes in Financial Planning, Investment Management. Contact their office in VENTURA, California for a consultation.

What are Jason Daniel Griffith's credentials?

Jason Daniel Griffith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Daniel Griffith located?

Jason Daniel Griffith is based in VENTURA, California, working with HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.. Their office serves clients in the VENTURA metropolitan area and surrounding communities.

How does Jason Daniel Griffith charge for services?

Jason Daniel Griffith's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.?

HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. has approximately 3 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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