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JD

Jennifer H. Degraffenried

HURST & DEGRAFFENRIED WEALTH MANAGEMENT
BEDFORD, NH 03110
Some features on this profile are disabled
CRD#: 6389694
JD

Professional summary

Jennifer Hansen Degraffenried is a registered financial advisor currently at HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC located in Bedford, New Hampshire.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jennifer has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Hansen Degraffenried'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®
None

Experience

Current

June 17, 2015 - Present

HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC

Office #1: 360 Route 101, Bedford, NH 03110
RIA
CRD#: 152563
BEDFORD, NH

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
New Hampshire
(6/17/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/17/2015
Uniform Investment Adviser Law Examination

Current Firm

H&
HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC
HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC

CRD#: 152563 / SEC#:

New Hampshire
Registered Investment Advisory firm - (3/5/2010 Approved)
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Contact information

Main Address
Milford, NH
Mailing Address
Phone number
(603) 732-3233
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts35
AUM (Assets Under Management)$ 7,497,977

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

HURST & DEGRAFFENRIED WEALTH MANAGEMENT, LLC

CRD#: 152563Bedford, NH 03110

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