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James Gerard Hofmann

J/M FINANCIAL ADVISERS, INC.·TRUMBULL, Connecticut
Unclaimed Profile
6515 MAIN STREET, SUITE 4, TRUMBULL, CT 06611CRD# 1283497Firm CRD# 111665
01

About

James Gerard Hofmann is a registered financial advisor based in TRUMBULL, Connecticut, affiliated with J/M FINANCIAL ADVISERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
J/M FINANCIAL ADVISERS, INC.
J/M FINANCIAL ADVISERS, INC.
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at J/M FINANCIAL ADVISERS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1283497
Firm CRD# 111665
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Gerard Hofmann offer?
James Gerard Hofmann specializes in Financial Planning, Investment Management. Contact their office in TRUMBULL, Connecticut for a consultation.
What are James Gerard Hofmann's credentials?
James Gerard Hofmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Gerard Hofmann located?
James Gerard Hofmann is based in TRUMBULL, Connecticut, working with J/M FINANCIAL ADVISERS, INC.. Their office serves clients in the TRUMBULL metropolitan area and surrounding communities.
How does James Gerard Hofmann charge for services?
James Gerard Hofmann'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 J/M FINANCIAL ADVISERS, INC.?
J/M FINANCIAL ADVISERS, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in TRUMBULL
Mary Halukiewicz Hofmann — J/M FINANCIAL ADVISERS, INC.Cecile Blanche Jeanne Sother — SABI FUND I GP LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
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Research
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