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James Joseph Hennessy

HB WEALTH MANAGEMENT, LLC·ATLANTA, Georgia
Series 27Clean recordHB WEALTH MANAGEMENT, LLC
3550 LENOX RD, ATLANTA, GA 30326CRD# 6903730Firm CRD# 316731

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Joseph Hennessy · ATLANTA, GA
Registration
CRD #6903730 · HB WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HB WEALTH MANAGEMENT, LLC
CRD 316731 · SEC 801-122595
AUM
$15.2B
Regulatory assets under management
Employees
180
17,942 client accounts
Services offered by HB WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at HB WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does James Joseph Hennessy offer?
James Joseph Hennessy specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are James Joseph Hennessy's credentials?
James Joseph Hennessy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Joseph Hennessy located?
James Joseph Hennessy is based in ATLANTA, Georgia, working with HB WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does James Joseph Hennessy charge for services?
James Joseph Hennessy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HB WEALTH MANAGEMENT, LLC?
HB WEALTH MANAGEMENT, LLC has approximately 180 employees and manages $15.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HB WEALTH MANAGEMENT, LLC

Thomas Mclemore Carroll
ATLANTA, GA
CFP
Adam Lee Fuller
ATLANTA, GA
Andrew John Berg
ATLANTA, GA
Andrew Richard Klepchick
ATLANTA, GA
Samuel Jason Grant
ATLANTA, GA
William Harold Bolen
ATLANTA, GA

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Nearby cities in Georgia
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Research
Advisor Fees in GeorgiaNational Fee Analysis
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