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JH

Jeffrey M. Hamm

Some features on this profile are disabled
CRD#: 2075599
JH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Mathew Hamm, who also goes by Jeff Mathew Hamm, Jeffrey Matthew Hamm, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2009. Jeffrey had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Mathew Hamm | Jeffrey Matthew Hamm

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Jeffrey M. Hamm will sell insurance and annuities on a commission basis. The business will be located at his business address of 2400 Barton Avenue, Nashville, TN. The business is investment related. Mr. Hamm will spend approximately 15-20 hours per month selling insurance/annuity products as a compliment to existing securities products. He plans to start selling insurance products in March 2016. Mr. Hamm is properly licensed as an insurance agent and will be paid directly for such products.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

February 24, 2016 - May 17, 2022

GPWA, LLC

RIA
CRD#: 170171
NASHVILLE, TN
Past

February 24, 2016 - May 17, 2022

GPWA, LLC

BD
CRD#: 170171
NASHVILLE, TN
Past

April 20, 2015 - January 27, 2016

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
BRENTWOOD, TN
Past

December 5, 2014 - January 27, 2016

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BRENTWOOD, TN
Past

October 8, 2009 - June 26, 2013

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BRENTWOOD, TN
Past

March 13, 2009 - October 5, 2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
NASHVILLE, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 4/17/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/30/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/7/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/12/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GL
GPWA, LLC
GPWA, LLC | GRAMERCY PARK WEALTH ADVISORS, LLC

CRD#: 170171 / SEC#: , 8-69413

Georgia
Registered Investment Advisory firm - SEC (2/15/2023 Approved)
Michigan
Registered Investment Advisory firm - SEC (11/28/2018 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (10/2/2013 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information

Main Address
2400 Barton Ave., Nashville, TN 37212
Mailing Address
2400 Barton Ave., Nashville, TN 37212
Phone number
(615) 424-2118
Established
Tennessee since 01/29/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
10

FINRA licenses (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
COTE, BRIAN JOSEPHCEO/ CCO4218494
BEATON, DANIEL STEWARTFINOP4240769

Regulatory assets under management

Total Number of Accounts321
AUM (Assets Under Management)$ 88,197,399

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GPWA, LLC

CRD#: 170171

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