UBS Financial Services
47yrs
Top 1% by experience in Nashville
21yrs
Jillian Hoffman
Financial advisor at &partners
Jillian Hoffman has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Nashville, Tennessee. After ten years at Wells Fargo Advisors and four years at Ameriprise Financial Services, Jillian joined &partners in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and subscription fees.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors in Nashville
Office40 Burton Hills Blvd Suite 350, Nashville, TN 37215
Firm&partners
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$384,909
Advisors at the firm545
States licensed ?1 state
Services through &partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – now&partnersCurrent firm
- 2014 – 2024Wells Fargo Clearing Services, LLCPreviously
- 2010 – 2014Ameriprise Financial Services, LLCPreviously
- Apr 2010 – May 2010
- May 2007 – Apr 2008Transamerica Financial Advisors, LLCPreviously
Contact Jillian
(615) 255-6431&partners main office 40 Burton Hills Blvd Suite 350Nashville, TN 37215Office · Get directions LinkedIn page&partners
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Questions to ask Jillian
Tailored to Jillian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jillian
How do I contact Jillian?
Call &partners at (615) 255-6431 and ask for Jillian Hoffman. Jillian works from the Nashville, TN office.
How long has Jillian been a financial advisor?
Jillian has been in the industry since 2005, about 21 years. More experience than 64% of advisors in Nashville.
What licenses does Jillian hold?
Series 66. Tap any license on this page to see what it allows.
Is Jillian a fiduciary?
Jillian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jillian paid?
&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jillian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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