Jeffrey Hoang has been an investment adviser representative at Paulson Wealth Management since May 2025, and is not listed among the firm’s executive officers or direct owners. Jeffrey Hoang studied at the University of South Florida.
Paulson Wealth Management Inc. is a West Palm Beach, FL firm with $559M under management, 379 clients and 5 advisers across 2 offices, as of its July 2026 filing.
Jeff Hoang is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Paulson Wealth Management, located in West Palm Beach, Florida. Before joining the team, he was a paraplanner and trader at Zehnder Wealth Management.
- – present · 1 yearWest Palm Beach, FL · Adviser representative · Firm CRD 150374
Professional designations
Listed by Paulson Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeffrey Hoang is registered as an investment adviser representative in Florida, since May 2025.
- FloridaSince 12 May 2025
Examinations
No examinations are on Jeffrey Hoang’s record.
- CRD
- 8083130
- Firm
- Paulson Wealth Management · CRD 150374
- Office
- 222 LAKEVIEW AVE, SUITE 800, West Palm Beach, FL 33401
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- paulsonwealth.com
Where does Jeffrey Hoang work?
Jeffrey Hoang is an investment adviser representative registered through Paulson Wealth Management Inc. since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Hoang a financial advisor?
Yes. Jeffrey Hoang has a current investment-adviser registration in Florida, through Paulson Wealth Management since May 2025.
How many years of experience does Jeffrey Hoang have?
Jeffrey Hoang has 1 year in the financial industry, since May 2025, across 1 adviser firm.
Where is Jeffrey Hoang based?
Jeffrey Hoang’s registered office is in West Palm Beach, FL.
Is Jeffrey Hoang registered with FINRA?
No. Jeffrey Hoang has no current broker registration.
Is Jeffrey Hoang a CFP?
Paulson Wealth Management lists Jeffrey Hoang with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeffrey Hoang’s record?
Search CRD 8083130 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Hoang’s full registration record.
