Claim Profile
JH

Jeffrey Allen Hahn

BUTTONWOOD WEALTH, LLC·WINCHESTER, Virginia
Unclaimed Profile
27 WEST BOSCAWEN STREET, WINCHESTER, VA 22601CRD# 5378966Firm CRD# 305896
01

About

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

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BUTTONWOOD WEALTH, LLC
BUTTONWOOD WEALTH
AUM
$266M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: THIRD PARTY REFERRAL FEES
Regulatory
SEC/IARD CRD# 5378966
Firm CRD# 305896
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.

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 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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty