Osaic Wealth
44yrs
Top advisor by experience in Montgomery
9yrs
Mark Hoffman
Financial advisor at Edward Jones
Mark Hoffman has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Montgomery, Ohio. Mark has been with Edward Jones since 2017. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 8 advisors with offices in Montgomery, and one of 7 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office10597 Montgomery Road Suite #101, Montgomery, OH 45242
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2017 – nowEdward JonesCurrent firm
Contact Mark
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Mark. 10597 Montgomery Road Suite #101Montgomery, OH 45242Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Mark
How do I contact Mark?
Call Edward Jones at (314) 515-2000 and ask for Mark Hoffman. Mark works from the Montgomery, OH office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Mark 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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