Jason Hoffman
Vice President – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help with your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Jason Hoffman

As a Senior Wealth Advisor for Citi Personal Wealth Management, Jason “Jay” Hoffman focuses on delivering continuous, comprehensive financial planning and hand-crafted portfolios built exclusively around a client’s unique life trajectory.

With over 20 years of experience, Jay specializes in financial planning, retirement planning, portfolio management, estate legacy planning, insurance and wealth transfer, multigenerational family planning, corporate executives, women and wealth, international clients, philanthropic planning, and small business planning.

Prior to joining Citi, he was a Financial Advisor at Citizens and JPMorgan.

He has Series 7, 63 and 66 securities licenses and a life and health insurance license.

He has a B.A. in finance from Hofstra University.

Married with two daughters, Jay in his spare time enjoys deep sea fishing, classic cars, and working out.