James Hofmann named as one of AdvisorHub’s 2024 Advisors to Watch 250 Advisors under $1Bil in 202412/8/2024
James Hofmann, Senior Financial Advisor, of Ridgedale Financial Strategies Group of Wells Fargo Advisors in Mendham, NJ has been recognized on the AdvisorHub 2024 Advisors to Watch 250 Advisors under $1Bil list by AdvisorHub. This accolade represents a list of professionals that come to work with one goal on their minds – helping their clients succeed. “It’s an honor to be recognized by AdvisorHub as one of the AdvisorHub 2024 Advisors to Watch 250 Advisors under $1Bil,” said Hofmann. “As investment planning has become more complex, my top priority is to work with my clients to develop strategies to help give them confidence around all facets of their financial lives and achieve their short- and long-term investment goals.” James has more than 14 years of experience in the financial services industry. He is a graduate of William Paterson University and earned a CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board.
AdvisorHub 2024 Advisors to Watch 250 Advisors under $1Bil The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 250 Advisors under $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch. About Wells Fargo Advisors With $2.147 trillion in client assets as of October 11, 2024, Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our vast network of financial advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is a part of Wells Fargo Wealth & Investment Management (WIM), one of the largest wealth managers in the U.S. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of October 11, 2024. www.wellsfargoadvisors.com About Wells Fargo Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Investment and Insurance Products are: • Not Insured by the FDIC or Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo Advisors associates referenced, when registered, are registered with Wells Fargo Clearing Services, LLC. ©2024 Wells Fargo Clearing Services, LLC. All rights reserved. PM-11012025-6594293.1.1 Comments are closed.
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