DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jason A. Hoffman

Citigroup Global Markets Inc.BD affiliatedGarden City Park, Ny dual registrantIAPD 4851744

Feed of 09/15/2026

Also filed as Jason A Hoffman

At current firm

0 y

since Jul 20, 2026

In the industry

21 y

since Nov 1, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Citigroup Global Markets Inc. BD affiliated current
since Jul 20, 2026 · Bellmore, Ny
Citizens Securities, Inc. BD affiliated
Mar 5, 2024 to Jul 21, 2026 · Valley Stream, Ny
LPL Financial LLC BD affiliated
Feb 21, 2024 to Mar 8, 2024 · Long Island City, Ny
J.P. Morgan Securities LLC wirehouse
Mar 19, 2018 to Jan 10, 2024 · Garden City, Ny

Moves

a registration end followed by a registration begin elsewhere

Citizens Securities, Inc. to Citigroup Global Markets Inc.
left Jul 21, 2026, registered Jul 20, 2026 (-1 days) · Affiliated broker-dealer or bank to another
LPL Financial LLC to Citizens Securities, Inc.
left Mar 8, 2024, registered Mar 5, 2024 (-3 days) · Affiliated broker-dealer or bank to another
J.P. Morgan Securities LLC to LPL Financial LLC
left Jan 10, 2024, registered Feb 21, 2024 (42 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Jason A. Hoffman left Citizens Securities, Inc. for Citigroup Global Markets Inc. (registered 2026-07-20)
Jul 21, 2026 · Advisor changed firm · fact
Jason A. Hoffman left Lpl Financial Llc for Citizens Securities, Inc. (registered 2024-03-05)
Mar 8, 2024 · Advisor changed firm · fact
Jason A. Hoffman left J.P. Morgan Securities Llc for Lpl Financial Llc (registered 2024-02-21)
Jan 10, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address