James Hofmann

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#21

Top Next-Gen Wealth Advisors Best-in-State (2024)

New Jersey

Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (August, 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.

#178

Forbes Best-In-State Wealth Advisors (2024)

New Jersey - North NJ (High Net Worth)

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

About James Hofmann

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
Fee Paid for use of marketing material.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

I strive to help professionals, retirees, & families achieve their goals, dreams & what is most important t... Read More

The description above is provided by James.

Focus Area / Customer Base

Professionals, entrepreneurs, retirees, retirement planning, college planning and estate planning.

Articles from James

By James A. Hofmann

2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Top Next-Gen Wealth Advisors; Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of investment advice and is based solely on the disclosed criteria.

PM-12272025-6742703.1.1