Jeffrey A. Hahn

BUTTONWOOD WEALTH | Partner

Winchester, VA 22601

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CRD#: 5378966

Professional summary

Jeffrey Allen Hahn, CFP®, who also goes by Jeffrey Hahn, is a registered financial advisor currently at BUTTONWOOD WEALTH located in Winchester, Virginia and LPL FINANCIAL LLC located in Winchester, Virginia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jeffrey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Financial planning

Retirement planning

What is your current number of clients?

Greater than 100

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Hahn

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Hahn's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

January 22, 2020 - Present

BUTTONWOOD WEALTH

Office #1: 27 West Boscawen Street, Winchester, VA 22601

RIA

CRD#: 305896

Winchester, VA

Current

June 16, 2008 - Present

LPL FINANCIAL LLC

Office #1: 27 West Boscawen Street, Winchester, VA 22601

RIA

CRD#: 6413

Winchester, VA

Past

May 7, 2014 - January 22, 2020

WISEMAN & ASSOCIATES WEALTH MANAGEMENT

RIA

CRD#: 169677

WINCHESTER, VA

Past

June 16, 2008 - May 5, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

November 1, 2007 - May 21, 2008

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

WILMINGTON, NC

Past

October 5, 2007 - May 21, 2008

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

WILMINGTON, 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".

BUTTONWOOD WEALTH

BUTTONWOOD WEALTH | BUTTONWOOD WEALTH, LLC

CRD#: 305896 / SEC#: 801-117676

RIA

Registered Investment Advisory firm - (11/21/2019 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/13/2014)

California
(6/16/2011)

Florida
(5/20/2015)

Maryland
(8/13/2014)

New York
(4/20/2011)

Ohio
(8/4/2015)

Oregon
(10/27/2015)

Pennsylvania
(11/10/2010)

South Carolina
(2/3/2016)

Texas
(8/15/2014)

IAR

Texas
(5/13/2021)

Virginia
(6/16/2008)

IAR

Virginia
(1/22/2020)

West Virginia
(8/13/2014)

Wisconsin
(3/3/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/31/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/3/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BUTTONWOOD WEALTH

BUTTONWOOD WEALTH | BUTTONWOOD WEALTH, LLC

CRD#: 305896 / SEC#: 801-117676

RIA

Registered Investment Advisory firm - (11/21/2019 Approved)

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Contact information

Main Address

27 West Boscawen Street, Winchester, VA 22601

Mailing Address

Phone number

(540) 662-5233

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BUTTONWOOD WEALTH FORM ADV PART 2 BROCHURE (2/11/2026)

Regulatory assets under management

Total Number of Accounts	1,062
AUM (Assets Under Management)	$ 425,329,328

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Jeffrey A. Hahn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Hahn's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

WISEMAN & ASSOCIATES WEALTH MANAGEMENT

LPL FINANCIAL LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

BUTTONWOOD WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 10/31/2007

SIE

Date: 10/1/2018

Series 7

Date: 10/3/2007

FINRA

Current Firm

BUTTONWOOD WEALTH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BUTTONWOOD WEALTH

TRUST BUT VERIFY

Contact information

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