Jonathan Hoffman

Zenith

San Diego, California, United States

About

Current Financial Associate at Zenith Investment Management, an Investment Advisory firm focused on Private Wealth Management and leveraged equity strategies. Obtaining skills and experience to become a CFP. My Mission is to ultimately assist Business Owners, High Net Worth Households & Professional Athletes. Accomplished baseball player at Indiana University, hold my B.A. in Business from The University of Saint Katherine

Experience

  • Zenith Investment Management (7 yrs)
    • Financial Advisor
      Sep 2019 - Present · 6 yrs 11 mos

      Current Financial Professional at Zenith Investment Management, an Investment Advisory firm focused on Private Wealth Management and leveraged equity strategies. Obtaining skills and experience to become a CFP. Currently Licensed Series 65 Investment Advisor Representative. My Mission is to ultimately assist Business Owners, High Net Worth Households & Professional Athletes. Accomplished baseball player at Indiana University, hold my B.A. in Business from The University of Saint Katherine.

    • Summer Associate
      Aug 2019 - Sep 2019 · 2 mos

  • Manager at Harbor Pelican
    Apr 2014 - Sep 2017 · 3 yrs 6 mos