Grand Blanc, MI Grand Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,155 offices

Location

11433 Grand Blvd, Ste 1

Grand Blanc MI 48439

Advisors at this office

2

Advisors at this office

Jay H

Series 63, Series 66

Grand Blanc, MI

Edward Jones

Jay Hoffman is a financial advisor at Edward Jones in Grand Blanc, MI, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns a real estate rental business, BAJ of Grand Blanc, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jacob H

Series 66

Grand Blanc, MI

Edward Jones

Jacob Hoffman is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He has worked at Edward Jones since 2023, with a prior year at Vineyard Vines. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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