JH
Jeffrey P. Hare
AVENTUS INVESTMENT ADVISORS
Cornelius, NC 28031
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CRD#: 2878639
JH
Professional summary
Jeffrey Peter Hare, CFA is a registered financial advisor currently at AVENTUS INVESTMENT ADVISORS, INC. located in Cornelius, North Carolina.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffrey has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. Aventus Investment Advisors, Inc, Investment Related, Address: 19810 W. Catawba Ave., Ste. G, Cornelius, NC 28031, Financial Advisory, Position: President, Start Date: 2/2010,120 hours devoted a month, 6 hours devoted during securities trading hours, Duties: Providing financial advice to individuals and retirement plans. 2. Shady Harbor LLC, Not Investment Related, 17430 Sail View Drive, Cornelius, NC 28031, Holds Real Estate, Manager, Member, Start Date: 6/11/2012, 2 hours per month, no hours per month during trading hours, Duties: Bookkeeping.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Peter Hare's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 4, 2010 - Present
AVENTUS INVESTMENT ADVISORS, INC.
Office #1: 19810 W Catawba Ave Suite G, Cornelius, NC 28031Office #3: 780 5th Avenue South Suite 200, Naples, FL 34102RIA
CRD#: 153390
Cornelius, NC
Past
November 12, 2015 - June 2, 2016
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
CORNELIUS, NC
Past
August 1, 2007 - December 10, 2008
TRUIST SECURITIES, INC.
BD
CRD#: 6271
CHARLOTTE, NC
Past
April 10, 1997 - August 14, 2007
BANC OF AMERICA SECURITIES LLC
BD
CRD#: 26091
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
AVENTUS INVESTMENT ADVISORS, INC.
AVENTUS ADVISORS | WINDWARD CAPITAL GROUP LLC | WINDWARD CAPITAL | AVENTUS INVESTMENT ADVISORS, INC. | AVENTUS INVESTMENT ADVISORS LLC
CRD#: 153390 / SEC#: 801-131660
RIA
Registered Investment Advisory firm - (12/19/2024 Approved)Massachusetts
Registered Investment Advisory firm - (1/10/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/5/2016)
IAR
Massachusetts(1/5/2016)
IAR
New Hampshire(4/26/2017)
IAR
North Carolina(5/4/2010)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AI
AVENTUS INVESTMENT ADVISORS, INC.
AVENTUS ADVISORS | WINDWARD CAPITAL GROUP LLC | WINDWARD CAPITAL | AVENTUS INVESTMENT ADVISORS, INC. | AVENTUS INVESTMENT ADVISORS LLC
CRD#: 153390 / SEC#: 801-131660
RIA
Registered Investment Advisory firm - (12/19/2024 Approved)Massachusetts
Registered Investment Advisory firm - (1/10/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
780 5th Avenue South Suite 200, Naples, FL 34102
Mailing Address
Phone number
(239) 673-0020
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 422 |
| AUM (Assets Under Management) | $ 130,417,176 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
