Unclaimed Profile

Jeffrey Robert Loehnis

HAMILTON CAPITAL, LLC·COLUMBUS, Ohio

Series 6, Series 22, Series 63Clean record25 years registeredHAMILTON CAPITAL, LLC

5025 ARLINGTON CENTRE BLVD, COLUMBUS, OH 43220CRD# 1405840Firm CRD# 109116

Profile Verification

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

Identity

Jeffrey Robert Loehnis · COLUMBUS, OH

Registration

CRD #1405840 · HAMILTON CAPITAL, LLC · 25 years registered

Brand Profile

Not yet started

Career History

HAMILTON CAPITAL

Apr 2001 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Registration record

First registered · April 4, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAMILTON CAPITAL, LLC

CRD 109116 · SEC 801-54611

AUM

$4.2B

Regulatory assets under management

Employees

8,483 client accounts

Services offered by HAMILTON CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at HAMILTON CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Robert Loehnis offer?

Jeffrey Robert Loehnis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Jeffrey Robert Loehnis's credentials?

Jeffrey Robert Loehnis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Robert Loehnis located?

Jeffrey Robert Loehnis is based in COLUMBUS, Ohio, working with HAMILTON CAPITAL, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Jeffrey Robert Loehnis charge for services?

Jeffrey Robert Loehnis'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 HAMILTON CAPITAL, LLC?

HAMILTON CAPITAL, LLC has approximately 79 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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