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Jamie M Hoch

Advisor at Merrill — Bel Air, MD Rock Spring Rd

Updated today

Credentials

Series 66

Experience

3 years

Location

Bel Air, MD 21050

Merrill logo

Merrill

Institution

Total advisors

25,478

Across 3,099 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Jamie Hoch is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Hoch worked at Bank of America N.A. and has held various roles in sectors including real estate and retail. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutional clients, and charitable organizations.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Bel Air, MD Rock Spring Rd

2105 Rock Spring Rd

Bel Air MD 21050

Advisors at this office

1

Most active in

Maryland · Texas

Work history

3 years of industry experience

Bank of America N.A.

2023 - Present • 3 years

Columbia, MD

Merrill

2022 - Present • 4 years

Columbia, MD

Ultrazone

2019 - 2020 • 1 year

Baltimore, MD

Wawa

2019 - 2019 • 1 year

Baltimore, MD

Bob Bell

2019 - 2019 • 1 year

Baltimore, MD

Cummings and Company Realtors

2018 - 2022 • 4 years

Baltimore, MD

Cummings and company

2018 - 2022 • 4 years

Baltimore, MD

Bob Bell

2017 - 2018 • 1 year

Baltimore, MD

Redbeard's Collectable Cards and Games

2016 - 2019 • 3 years

Baltimore, MD

Redbeard's CCG

2016 - 2019 • 3 years

Baltimore, MD

Ultrazone

2002 - 2017 • 15 years

Baltimore, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael R

Series 65

Towson, MD

Legacy Financial Advisors

Michael Riley is a financial advisor at Legacy Financial Advisors with two years of industry experience. He holds a Series 65 credential and has prior experience at Eisneramper Wealth Management Corporate Benefits LLC, Prosperity - An EisnerAmper Company, and Future Plan By Ascensus. Outside of finance, he owns and operates a comic book business, writing, drawing, producing self-published comics, and managing online sales and show appearances. Legacy Financial Advisors serves individuals, families, trusts, retirement plan sponsors, and business entities with financial planning, investment management, retirement plan advisory, and business consulting. The firm employs a disciplined, goals-based investment process using strategic asset allocation, diversification, and regular portfolio evaluations, with a focus on retirement plan fiduciary services and business consulting.

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis Long-term care insurance Business ownership considerations Founder/Business Owner Executive

Jeff J

CFP®, ChFC®, Series 63, Series 65, CLU®, Series 6, Series 7

Forest Hill, MD

Chesapeake Financial Planners

Jeff Judge, CFP®, ChFC®, CLU®, AEP®, is Managing Partner of Chesapeake Financial Planners in Forest Hill, Maryland. He helps families, executives, and business owners navigate retirement, business exit, equity compensation, tax, and estate planning through the firm's proprietary R.U.D.D.E.R. Method™ — a structured six-step process for aligning wealth with life goals. A 2005 graduate of Goucher College, Jeff began his career in regional and national banks before joining MetLife in 2011 and founding his first firm a year later. He co-founded Chesapeake Financial Planners with Mark Rossbach, CPA, in 2017. Jeff is a Kiplinger contributor, a Five Star Wealth Manager (2017–2026), and an NAEPC-affiliated estate planner. He leads financial-literacy workshops for Fortune 500 and mid-sized employers across the Mid-Atlantic. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services through Great Valley Advisor Group, a separate RIA. Jeff lives in Forest Hill with his family.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Technology Professional Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Divorced Women Women Business Owners
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James F

Series 63, Series 66

Towson, MD

Baltimore Avenue Investments, LLC

James Funck is the sole advisor at Baltimore Avenue Investments, LLC in Towson, MD, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at Investors Security Co Inc since 2002 and founded Baltimore Avenue Investments in 2012. Baltimore Avenue Investments provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, including short sales, margin transactions, and options writing.

Active portfolio management Options & derivatives strategies General tax planning
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Andrew D

Series 65, Series 66

Baltimore, MD

Schiff Wealth Advisors, LLC

Andrew Davis is a financial advisor at Schiff Wealth Advisors, LLC in Baltimore, MD, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has been with Schiff Wealth Advisors since 2012. Schiff Wealth Advisors provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers financial planning consultations on tax, estate, college planning, and cash flow.

Passive / index investing Real estate investing Tax-loss harvesting College savings (529s, UTMA, etc.)
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Francis H

Series 63, Series 65

Towson, MD

Base Management Co

Francis Hogle is a financial advisor with Base Management Co in Towson, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He operates as the sole advisor at an independent firm. Base Management Company provides discretionary investment supervisory services for U.S. individuals, trusts, charitable organizations, and corporations. The firm employs an actively managed, value-oriented investment approach that combines fundamental and technical analysis, serving a variety of account types with an emphasis on diversification and fiduciary roles such as trustee or personal representative.

Active portfolio management

Kent G

CFP®

Sparks, MD

Groff Wealth Management

My path to founding Groff Wealth Management began during the most difficult chapter of my life. Watching my father battle brain cancer was a profound lesson in how quickly circumstances can change. In the wake of his passing, I saw the need for the families I serve to live life now instead of one day. Over and over I see families with the means but lacking the permission to spend and enjoy their lives. Most firms are built to scale, often at the expense of the client experience. I chose a different path. I intentionally serve a limited number of families. By staying small, I can provide a concierge-level service that larger firms have a hard time matching. For the widow/ widower: I carry the mental load. Whether it’s navigating complex employer benefits, handling the paperwork of loss, or ensuring your legacy is secure, I am in the trenches with you so you have the space to heal. For the Retiree: You’ve worked hard to build your resources. I ensure those resources are aligned with your values, allowing you to stop worrying about the "what-ifs" and start living your life to the fullest. A Personal Commitment: When you call, I answer. Whether I’m in the office or coaching my kids’ sports teams, my clients have a direct line to me. You aren't a line item on a balance sheet, you are a family I have committed to protect. My mission is to provide the clarity you need to move forward with confidence. If you’re looking for a partner to help carry the weight of your financial life so you can focus on what truly matters, I’d be honored to talk.

General tax planning Income planning Widow/Widower Baby Boomers (Born 1946-1964)
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