Unclaimed Profile

David Jackson

JHH WEALTH, LLC·CHARLOTTE, North Carolina

SIE, Series 7TO, Series 66CFPClean record6 years registeredJHH WEALTH, LLC

112 SOUTH TRYON STREET, CHARLOTTE, NC 28284CRD# 7195542Firm CRD# 153924

Profile Verification

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

Identity

David Jackson · CHARLOTTE, NC

Registration

CRD #7195542 · JHH WEALTH, LLC · 6 years registered

Brand Profile

Not yet started

Career History

COLARION

Jan 2024 – present

JHH WEALTH, LLC

Feb 2020 – Dec 2023

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · February 11, 2020

Years registered · 6

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

JHH WEALTH, LLC

CRD 153924 · SEC 801-71578

AUM

$41M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does David Jackson offer?

David 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 Jackson's credentials?

David Jackson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Jackson located?

David 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 Jackson charge for services?

David 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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