Jeff Hoffmann Email & Phone Number
Co-Founder, JW Investment Partners @ JW Investment Partners
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Jeff Hoffmann Location
- United States
Jeff Hoffmann Work
- Co-Founder, JW Investment Partners @ (December 2025 - Present)
- EVP, Regional President - Western Region @ (September 2023 - August 2025)
- Executive Vice President, Head of Sales, Wealth Management @ (July 2017 - September 2023)
- Regional Manager Senior Vice President @ (July 2012 - June 2017)
- Wealth Management Market Leader @ (March 2012 - November 2012)
- Private Banking Team Lead @ (May 2009 - March 2012)
- Division Private Banking Manager @ Bank of the West (April 2007 - March 2009)
- Sales Development Manager @ Bank of the West (January 2006 - March 2007)
- Market Manager @ Commerical Federal Bank (January 2001 - January 2005)
Jeff Hoffmann Education
- Iowa State University
BS (Finance)
1994-1998
Jeff Hoffmann Skills
- Series 24
- Series 7
- Series 66
- Wealth Management
- Banking
- Commercial Lending
- Credit
- Private Banking
- Loans
- Retail Banking
- Small Business Lending
- Leadership
- Commercial Banking
- Strategic Financial Planning
- Credit Analysis
- Financial Planning
- Management
- Consumer Lending
- Insurance
- Long Term Care Insurance
- Team Leadership
- Leadership Development
Jeff Hoffmann Summary
- Jeff Hoffmann, based in United States, is currently a Co-Founder, JW Investment Partners at JW Investment Partners. Jeff Hoffmann brings experience from previous roles at BMO Wealth Management - U.S. and Bank of the West. Jeff Hoffmann holds a 1994 - 1998 BS in Finance @ Iowa State University. With a robust skill set that includes Series 24, Series 7, Series 66, Wealth Management, Banking and more. Jeff Hoffmann has 2 emails and 3 mobile phone numbers on RocketReach.
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