Jean Hoff has held the title Member at Aegis Wealth Management since January 2020, is not listed as a control person, but directly owns under 5% of the firm. Jean Hoff holds a Master of Business Administration from Wharton School, University of Pennsylvania, a Master's degree in Chemistry from the University of Maryland and a Bachelor of Science in Chemistry from Williams College.
Aegis Wealth Management LLC is a Bethesda, MD firm with $744M under management, 123 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Jean M. Hoff is Partner of Aegis Wealth, based in Bethesda, Maryland. She has been with Aegis since 2006 and became a principal of the firm in 2014. Her planning work covers savings targets during wealth creation, spending plans during wealth preservation, and strategic actions for wealth transfer. Before Aegis, she worked for fifteen years at ICF Consulting, preparing environmental and economic analyses for government and private sector clients.
Professional designations
Listed by Aegis Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jean Hoff is registered as an investment adviser representative in Maryland, since November 2007.
- MarylandSince 28 November 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 November 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jean Marie Hoff
- CRD
- 5369462
- Firm
- Aegis Wealth Management · CRD 134429
- Role
- Member
- Office
- 6903 ROCKLEDGE DR., SUITE 940, Bethesda, MD 20817
- Registration
- Investment adviser registration
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aegiswealth.com
Where does Jean Hoff work?
Jean Hoff has held the title Member at Aegis Wealth Management LLC since January 2020.
Is Jean Hoff a financial advisor?
Yes. Jean Hoff has a current investment-adviser registration in Maryland, through Aegis Wealth Management since November 2007.
How many years of experience does Jean Hoff have?
Jean Hoff has 18 years in the financial industry, since November 2007, across 1 adviser firm.
What exams has Jean Hoff passed?
Jean Hoff passed the Series 65 in November 2007.
Where is Jean Hoff based?
Jean Hoff’s registered office is in Bethesda, MD.
Is Jean Hoff registered with FINRA?
No. Jean Hoff has no current broker registration.
Is Jean Hoff a CFP?
Aegis Wealth Management lists Jean Hoff with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jean Hoff’s record?
Search CRD 5369462 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jean Hoff’s full registration record.
