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Jeffrey Allen Hahn

BUTTONWOOD WEALTH, LLC·WINCHESTER, Virginia
SIE, Series 7, Series 66CFPClean record18 years registeredBUTTONWOOD WEALTH, LLC
27 WEST BOSCAWEN STREET, WINCHESTER, VA 22601CRD# 5378966Firm CRD# 305896

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Allen Hahn · WINCHESTER, VA
Registration
CRD #5378966 · BUTTONWOOD WEALTH, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

BUTTONWOOD WEALTH
Jan 2020 – present
WISEMAN & ASSOCIATES WEALTH MANAGEMENT
May 2014 – Jan 2020
WINCHESTER, VA
LPL FINANCIAL LLC
Jun 2008 – May 2014
FORT MILL, SC
THRIVENT INVESTMENT MANAGEMENT INC.
Nov 2007 – May 2008
WILMINGTON, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 1, 2007
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BUTTONWOOD WEALTH, LLC
CRD 305896 · SEC 801-117676
AUM
$266M
Regulatory assets under management
Employees
6
810 client accounts
Services offered by BUTTONWOOD WEALTH, 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 BUTTONWOOD WEALTH, LLC →
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05

Frequently Asked Questions

What services does Jeffrey Allen Hahn offer?
Jeffrey Allen Hahn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINCHESTER, Virginia for a consultation.
What are Jeffrey Allen Hahn's credentials?
Jeffrey Allen Hahn holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeffrey Allen Hahn located?
Jeffrey Allen Hahn is based in WINCHESTER, Virginia, working with BUTTONWOOD WEALTH, LLC. Their office serves clients in the WINCHESTER metropolitan area and surrounding communities.
How does Jeffrey Allen Hahn charge for services?
Jeffrey Allen Hahn's firm is compensated through percentage of aum, hourly charges, other: third party referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUTTONWOOD WEALTH, LLC?
BUTTONWOOD WEALTH, LLC has approximately 6 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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