AdvisorOS Directory
Claim Profile
Unclaimed Profile
MH

Mary Halukiewicz Hofmann

J/M FINANCIAL ADVISERS, INC.·TRUMBULL, Connecticut
Clean recordJ/M FINANCIAL ADVISERS, INC.
6515 MAIN STREET, SUITE 4, TRUMBULL, CT 06611CRD# 4461214Firm CRD# 111665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mary Halukiewicz Hofmann · TRUMBULL, CT
Registration
CRD #4461214 · J/M FINANCIAL ADVISERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mary Halukiewicz 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
Introduction

Speak with Mary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mary is the right fit? Take our 2-minute quiz →

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# 4461214
Firm CRD# 111665
View on FINRA BrokerCheck →

Looking for a financial advisor in TRUMBULL?

Browse all registered financial advisors in TRUMBULL, Connecticut or claim this profile if it's yours.

Browse TRUMBULL AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Mary Halukiewicz Hofmann offer?
Mary Halukiewicz Hofmann specializes in Financial Planning, Investment Management. Contact their office in TRUMBULL, Connecticut for a consultation.
What are Mary Halukiewicz Hofmann's credentials?
Mary Halukiewicz Hofmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Halukiewicz Hofmann located?
Mary Halukiewicz 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 Mary Halukiewicz Hofmann charge for services?
Mary Halukiewicz 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at J/M FINANCIAL ADVISERS, INC.

James Gerard Hofmann
TRUMBULL, CT

More Advisors in TRUMBULL, Connecticut

Cecile Blanche Jeanne Sother
SABI FUND I GP LLC·TRUMBULL, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile