Hannah E. Near
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Hannah Elizabeth Near, CFP®, who also goes by Hannah Elizabeth Near, Hannah Near, was a registered financial professional .
Hannah is a previously registered financial professional and started their career in finance in 2015. Hannah had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2018
Experience
August 19, 2025 - October 13, 2025
BLACK WALNUT WEALTH MANAGEMENT
January 6, 2025 - August 20, 2025
DYNAMIC
October 1, 2021 - November 13, 2023
STEPHENS CONSULTING, LLC
September 14, 2021 - October 11, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
September 14, 2021 - October 11, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 27, 2019 - September 1, 2021
EDWARD JONES
March 27, 2019 - September 1, 2021
EDWARD JONES
June 6, 2017 - October 16, 2018
RAYMOND JAMES FINANCIAL SERVICES, INC.
December 24, 2015 - May 9, 2017
EDWARD JONES
December 3, 2015 - May 9, 2017
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BLACK WALNUT WEALTH MANAGEMENT
CRD#: 337606 / SEC#: 801-134160
Contact information
SEC notice filing (1 States and Territories)
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.
