Jonathan Rojas

In April 2025, Jonathan joined Hoffman Private Wealth Group as a Client Administrative Manager. Prior to joining, Jonathan worked at Citi as a Mortgage Loan Trading Associate.

Jonathan has a strong foundation in statistics, data analytics, problem-solving, and attention to detail. Jonathan is passionate about helping clients navigate their financial journeys with confidence and clarity.

Jonathan graduated from the University of Tampa’s Sykes School of Business with a master’s degree in business Analytics in 2022 and a bachelor’s degree with a major in Finance and a minor in Accounting in 2009.

Outside of work, Jonathan has a passion for music and enjoys attending live shows. He also loves travelling to new places and spending quality time with his dog, Nala. Jonathan is enthusiastic about his lifelong learning and growth in the financial wealth management field.

Jonathan is Series 7, Series 63, and Series 79 Licensed.