AdvisorOS Directory
Claim Profile
JH

Jeffrey Allan Hahn

WISEMAN WEALTH, LLC·WINCHESTER, Virginia
Unclaimed Profile
27 WEST BOSCAWEN STREET, WINCHESTER, VA 22601CRD# 4952876Firm CRD# 169677
01

About

Jeffrey Allan Hahn is a registered financial advisor based in WINCHESTER, Virginia, affiliated with WISEMAN WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WISEMAN WEALTH, LLC
WISEMAN & ASSOCIATES WEALTH MANAGEMENT
AUM
$49M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WISEMAN WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4952876
Firm CRD# 169677
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WINCHESTER?

Browse all registered financial advisors in WINCHESTER, Virginia or claim this profile if it's yours.

Browse WINCHESTER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffrey Allan Hahn offer?
Jeffrey Allan Hahn specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WINCHESTER, Virginia for a consultation.
What are Jeffrey Allan Hahn's credentials?
Jeffrey Allan Hahn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Allan Hahn located?
Jeffrey Allan Hahn is based in WINCHESTER, Virginia, working with WISEMAN WEALTH, LLC. Their office serves clients in the WINCHESTER metropolitan area and surrounding communities.
How does Jeffrey Allan Hahn charge for services?
Jeffrey Allan Hahn'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 WISEMAN WEALTH, LLC?
WISEMAN WEALTH, LLC has approximately 4 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WINCHESTER
Dennis Michael Connor — CORNERSTONE ASSET MANAGEMENT, INC.Paul Frederick Berghaus — CORNERSTONE ASSET MANAGEMENT, INC.Eric Bradley Weitz — CORNERSTONE ASSET MANAGEMENT, INC.Jeffrey Allen Hahn — BUTTONWOOD WEALTH, LLCMary Scully Riley — RILEY CAPITAL MANAGEMENT INC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile