JOHN HOFFMAN JR, MBA

Financial Advisor

Address: 10 S. JEFFERSON STREET, WELLS FARGO TOWER , ROANOKE , VA 24011
Phone: 540-983-1356 | 800-289-2671 Fax: 540-345-3775
Email: John.Hoffman@wellsfargoadvisors.com Compose mail in a new window

My Background

My Experience

2020 - Present : Wells Fargo Advisors, Financial Advisor
2007 - 2020 : UBS Financial Services, Wealth Advisor
1989 - 2007 : WestRock (formerly Meadwestvaco)

My Education & Credentials

Bachelor of Science in Industrial Engineering Technology - SIU
Masters of Business Administration (MBA) - UNC Chapel Hill
PIM Portfolio Manager

My Areas of Focus

Advisory Services
Business Services
Education Funding & 529 Plans
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AL, AZ, CA, CO, CT, FL, GA, MD, ME, NC, NY, SC, TX, VA, WV
JOHN HOFFMAN JR: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Virginia : ROANOKE Branch