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.
1. 10/19/2018 - Buttonwood Wealth - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date:08/01/2018 - 5 Hours Per Month/0 Hours During Trading. 2. 2/12/2020 - Trubar, LLC - Investment Related - 27 West Boscawen Street, Winchester, VA 22601 - Real Estate Rental - Started 11/04/2019 - 5 Hours Per Month/1 Hour During Securities Trading. 3. 2/19/2020 - Buttonwood Wealth LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/12/2020 - 151 Hours Per Month During Securities Trading - I provide investment advisory services through Buttonwood Wealth LLC, an independent investment advisor firm. I started this business activity in 02/2020. I expect to spend approximately 151 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 2/19/2020 - Buttonwood Wealth LLC - DBA: (Hybrid) Buttonwood Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/12/2020 - 151 Hours Per Month During Securities Trading. 5. 2/26/2020 - Buttonwood Wealth, LLC - Started (Hybrid) Buttonwood Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/09/2018 - 160 Hours Per Month During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Allen Hahn'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®
CFP®
Start date: 2015
Experience
Current
January 22, 2020 - Present
BUTTONWOOD WEALTH
Office #1: 27 West Boscawen Street, Winchester, VA 22601RIA
CRD#: 305896
Winchester, VA
Current
June 16, 2008 - Present
LPL FINANCIAL LLC
Office #1: 27 West Boscawen Street, Winchester, VA 22601RIA
BD
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.
BD
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".
BW
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.RR
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
RR
Alabama(8/13/2014)
RR
California(6/16/2011)
RR
Florida(5/20/2015)
RR
Maryland(8/13/2014)
RR
New York(4/20/2011)
RR
Ohio(8/4/2015)
RR
Oregon(10/27/2015)
RR
Pennsylvania(11/10/2010)
RR
South Carolina(2/3/2016)
RR
Texas(8/15/2014)
IAR
Texas(5/13/2021)
RR
Virginia(6/16/2008)
IAR
Virginia(1/22/2020)
RR
West Virginia(8/13/2014)
RR
Wisconsin(3/3/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BUTTONWOOD WEALTH
BUTTONWOOD WEALTH | BUTTONWOOD WEALTH, LLC
CRD#: 305896 / SEC#: 801-117676
RIA
Registered Investment Advisory firm - (11/21/2019 Approved)Upgrade to AdvisorCheck Premium
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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
6
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 836 |
| AUM (Assets Under Management) | $ 306,948,786 |
Red Flags
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Company Information
BUTTONWOOD WEALTH
PartnerCRD#: 305896Winchester, VA 22601TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
