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Jeffrey Marc Harris

JMH WEALTH MANAGEMENT, LLC·HANOVER, New Hampshire
Clean record24 years registeredJMH WEALTH MANAGEMENT, LLC
45 LYME ROAD, HANOVER, NH 03755CRD# 855917Firm CRD# 139294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Marc Harris · HANOVER, NH
Registration
CRD #855917 · JMH WEALTH MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

JMH WEALTH MANAGEMENT, LLC
Jun 2006 – present
AMERICAN TRUST INVESTMENT ADVISORS, LLC
Nov 2001 – Oct 2003
LEBANON, NH
02

Registrations & Exams

Registration record
First registered · November 29, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JMH WEALTH MANAGEMENT, LLC
CRD 139294 · SEC 801-66185
AUM
$43M
Regulatory assets under management
Employees
1
132 client accounts
Services offered by JMH WEALTH MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at JMH WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Jeffrey Marc Harris offer?
Jeffrey Marc Harris specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HANOVER, New Hampshire for a consultation.
What are Jeffrey Marc Harris's credentials?
Jeffrey Marc Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Marc Harris located?
Jeffrey Marc Harris is based in HANOVER, New Hampshire, working with JMH WEALTH MANAGEMENT, LLC. Their office serves clients in the HANOVER metropolitan area and surrounding communities.
How does Jeffrey Marc Harris charge for services?
Jeffrey Marc Harris's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JMH WEALTH MANAGEMENT, LLC?
JMH WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
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Research
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