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David Whitney Jackson

JHH WEALTH, LLC·CHARLOTTE, North Carolina
SIE, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 65, Series 79TOClean recordJHH WEALTH, LLC
112 SOUTH TRYON STREET, CHARLOTTE, NC 28284CRD# 1213535Firm CRD# 153924

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Whitney Jackson · CHARLOTTE, NC
Registration
CRD #1213535 · JHH WEALTH, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 9
Series 10
Series 24
Series 63
Series 65
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
JHH WEALTH, LLC
CRD 153924 · SEC 801-71578
AUM
$41M
Regulatory assets under management
Employees
6
95 client accounts
Services offered by JHH WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JHH WEALTH, LLC →
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Frequently Asked Questions

What services does David Whitney Jackson offer?
David Whitney Jackson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are David Whitney Jackson's credentials?
David Whitney Jackson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Whitney Jackson located?
David Whitney Jackson is based in CHARLOTTE, North Carolina, working with JHH WEALTH, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does David Whitney Jackson charge for services?
David Whitney Jackson'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 JHH WEALTH, LLC?
JHH WEALTH, LLC has approximately 6 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JHH WEALTH, LLC

David Jackson
CHARLOTTE, NC
CFP
Eric James Hines
CHARLOTTE, NC
Robert Allen Hewett
CHARLOTTE, NC
Allen R Hewitt
CHARLOTTE, NC
Laura Marshall
CHARLOTTE, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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