Lori Hoffman
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Trinidad, CO 81082
Credentials
Series 63, Series 66
Industry experience
34 years
About
Lori Hoffman is a financial advisor at Edward Jones with 34 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1991 and holds Series 63 and Series 66 registrations. Outside of her advisory role, she has mineral rights in Weston, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
134 West Main Street Suite 31
Trinidad, CO 81082
Most active in
Lori H has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Work history
Edward D. Jones & Co., L.P.
1991 - Present (35 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Ashley M
Series 63, Series 66
Conshohocken, PA
Hornor, Townsend & kent, LLC
Ashley Mc Neely is a financial advisor with Ameriprise in Trinidad, Colorado, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, Mc Neely worked at Charles Schwab and Cetera Advisors LLC. She is also involved with Certainty of the Uncertainty, LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to provide tax-efficient, customized recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Aaron W
Series 66
Trinidad, CO
Edward Jones
Aaron Williamson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Pioneer Natural Resources USA, Inc., Evergreen Natural Resources, and served as an elected member of the City Council of Trinidad, Colorado. In his civic role, he participates in policy input and spending oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Andrew H
Series 66
Trinidad, CO
Edward Jones
Andrew Hoffman is a financial advisor with Edward Jones in Trinidad, Colorado, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Pioneer Natural Resources for nine years. He has also managed a personal project involving an additional home wing built to assist in the care of his grandmother. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large network of financial advisors and branch offices across the United States.
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