Unclaimed Profile

Jeffrey Allan Hahn

WISEMAN WEALTH, LLC·WINCHESTER, Virginia

Clean recordWISEMAN WEALTH, LLC

27 WEST BOSCAWEN STREET, WINCHESTER, VA 22601CRD# 4952876Firm CRD# 169677

Profile Verification

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

Identity

Jeffrey Allan Hahn · WINCHESTER, VA

Registration

CRD #4952876 · WISEMAN WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WISEMAN WEALTH, LLC

WISEMAN & ASSOCIATES WEALTH MANAGEMENT

AUM

$49M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WISEMAN WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4952876

Firm CRD# 169677

View on FINRA BrokerCheck →

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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.

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