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Jeffrey B Hartman

GROSS & HARTMAN INVESTMENTS, LLC·LEOLA, Pennsylvania
Series 65Clean record10 years registeredGROSS & HARTMAN INVESTMENTS, LLC
349 W MAIN STREET, LEOLA, PA 17540CRD# 6264503Firm CRD# 317722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey B Hartman · LEOLA, PA
Registration
CRD #6264503 · GROSS & HARTMAN INVESTMENTS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

G&H INVESTMENTS
Jan 2022 – present
GROSS INVESTMENTS
Nov 2015 – Apr 2022
LANCASTER, PA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 18, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GROSS & HARTMAN INVESTMENTS, LLC
CRD 317722 · SEC 801-122984
AUM
$456M
Regulatory assets under management
Employees
4
177 client accounts
Services offered by GROSS & HARTMAN INVESTMENTS, LLC
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 GROSS & HARTMAN INVESTMENTS, LLC →
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05

Frequently Asked Questions

What services does Jeffrey B Hartman offer?
Jeffrey B Hartman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEOLA, Pennsylvania for a consultation.
What are Jeffrey B Hartman's credentials?
Jeffrey B Hartman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey B Hartman located?
Jeffrey B Hartman is based in LEOLA, Pennsylvania, working with GROSS & HARTMAN INVESTMENTS, LLC. Their office serves clients in the LEOLA metropolitan area and surrounding communities.
How does Jeffrey B Hartman charge for services?
Jeffrey B Hartman'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 GROSS & HARTMAN INVESTMENTS, LLC?
GROSS & HARTMAN INVESTMENTS, LLC has approximately 4 employees and manages $456M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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