Financial Representative @ (October 2007 - April 2015)
Mortgage Consultant @ American Direct Mortgage (October 2006 - September 2007)
Assistant Sales Manager @ (February 1999 - October 2006)
Jason Hoffman Education
The American College of Financial Services
Chartered Financial Consultant (ChFC) (Financial Planning and Services)
2011-2014
North Dakota State University
Bachelor's degree (Agricultural Economics)
1988-1992
Jason Hoffman Skills
Investments
Mutual Funds
Estate Planning
Retirement Planning
Financial Services
Stocks
Investment Brokerage
Retirement
Investment Advisory Services
Roth IRA
401k Rollovers
Traditional IRA
Chartered Financial Consultant (ChFC)
401k
Bonds
Certificates of Deposit
Long Term Care Insurance
College Savings Plans
SEP IRA
Variable Annuities
Financial Advisory
Financial Planning
Fixed Annuities
Life Insurance
Annuity Sales
Medicare Prescription Drug Plans
Medicare Supplements
529 Plans
Key Person Insurance
Term Life Insurance
Whole Life
Planning
Medicare Prescription
Chartered Financial Consultant Chfc
Relief
Financial Futures
Chartered Financial
Chartered Financial Consultant
Jason Hoffman Summary
Jason Hoffman, based in Topeka, KS, US, is currently a Senior Wealth Advisor at The Bennington State Bank. Jason Hoffman brings experience from previous roles at CoreFirst Bank & Trust - Investment Services, Modern Woodmen of America, American Direct Mortgage and Household Finance. Jason Hoffman holds a 2011 - 2014 Chartered Financial Consultant (ChFC) in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Investments, Mutual Funds, Estate Planning, Retirement Planning, Financial Services and more. Jason Hoffman has 2 emails and 1 mobile phone numbers on RocketReach.
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