Jason Hoffman
Wealth Advisor
With a strong foundation in Private Wealth banking and lending, Jason brings over 20 years of experience in helping high-net-worth clients achieve their financial goals.
In his role as a Wealth Advisor, he combines deep industry knowledge with a personalized approach to wealth management. Known for building long-term relationships based on trust and results, Jason is committed to guiding clients through every stage of their financial journey—from strategic planning to legacy building.
Education
BS Comprehensive Business and Economics
University of Wisconsin Platteville
Certification in Financial Planning
Fairleigh Dickinson University
Certified Financial Planner ™
Professional Affiliations
Certified Financial Planner ™
Financial Planning Association of New Jersey
Accomplishments
Jason is a proud Veteran of the United States Air Force having been awarded the Operation Iraqi Freedom and Operation Enduring Freedom campaign medals.
Beyond Wiss
Jason is all about quality time with his wife, two kids, family, and close friends. Whether it’s traveling to new places, catching a live concert, watching the game, or heading out for a hike, he finds joy in staying active and soaking up the outdoors. With a passion for experiences, Jason values adventure, connection, and making lasting memories with the people who matter most.