Jeffrey B. Hartman
Professional summary
Jeffrey B Hartman MR., who also goes by Jeffrey B Hartman, is a registered financial advisor currently at G&H INVESTMENTS located in Leola, Pennsylvania.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeffrey has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey B Hartman MR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
January 6, 2022 - Present
G&H INVESTMENTS
Office #1: 349 W Main Street Suite 108, Leola, PA 17540November 18, 2015 - April 19, 2022
GROSS INVESTMENTS
Primary Firm SEC Registration
G&H INVESTMENTS
CRD#: 317722 / SEC#: 801-122984
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2022)
(1/14/2022)
(4/19/2022)
(1/7/2022)
(7/18/2023)
Current Firm
G&H INVESTMENTS
CRD#: 317722 / SEC#: 801-122984
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 456 |
| AUM (Assets Under Management) | $ 501,400,000 |
Red Flags
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Company Information
G&H INVESTMENTS
CRD#: 317722Leola, PA 17540TRUST BUT VERIFY
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