Unclaimed Profile

Jeffrey Craig Hanson

BREAKWATER CAPITAL GROUP·PARAMUS, New Jersey

SIE, Series 7, Series 63, Series 66CFP22 years registeredBREAKWATER CAPITAL GROUP

140 E. RIDGEWOOD AVENUE, PARAMUS, NJ 07652CRD# 4388385Firm CRD# 321097

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Craig Hanson · PARAMUS, NJ

Registration

CRD #4388385 · BREAKWATER CAPITAL GROUP · 22 years registered

Brand Profile

Not yet started

Career History

BREAKWATER CAPITAL GROUP

Jul 2022 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 2018 – Jun 2022

BOSTON, MA

STRATEGIC ADVISERS LLC

Jul 2004 – Jul 2018

PARAMUS, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · July 1, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

2020Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BREAKWATER CAPITAL GROUP

CRD 321097 · SEC 801-125704

AUM

$580M

Regulatory assets under management

Employees

218 client accounts

Services offered by BREAKWATER CAPITAL GROUP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BREAKWATER CAPITAL GROUP →

Introduction

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Frequently Asked Questions

What services does Jeffrey Craig Hanson offer?

Jeffrey Craig Hanson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARAMUS, New Jersey for a consultation.

What are Jeffrey Craig Hanson's credentials?

Jeffrey Craig Hanson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Craig Hanson located?

Jeffrey Craig Hanson is based in PARAMUS, New Jersey, working with BREAKWATER CAPITAL GROUP. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.

How does Jeffrey Craig Hanson charge for services?

Jeffrey Craig Hanson'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 BREAKWATER CAPITAL GROUP?

BREAKWATER CAPITAL GROUP has approximately 3 employees and manages $580M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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