JH
Jeffrey M. Harris
JMH WEALTH MANAGEMENT
HANOVER, NH 03755
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CRD#: 855917
JH
Professional summary
Jeffrey Marc Harris MR., AIF®, CPWA® is a registered financial advisor currently at JMH WEALTH MANAGEMENT, LLC located in Hanover, New Hampshire.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeffrey has worked at 2 firms .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Marc Harris MR.'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®
CPWA®
Start date: 2009-04-09
Expire date: 2023-03-31
Experience
Current
June 2, 2006 - Present
JMH WEALTH MANAGEMENT, LLC
Office #1: 45 Lyme Road, Suite 307, Hanover, NH 03755RIA
CRD#: 139294
HANOVER, NH
Past
November 29, 2001 - October 31, 2003
AMERICAN TRUST INVESTMENT ADVISORS, LLC
RIA
CRD#: 114439
LEBANON, NH
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".
JW
JMH WEALTH MANAGEMENT, LLC
JMH WEALTH MANAGEMENT, LLC
CRD#: 139294 / SEC#: 801-132071
RIA
Registered Investment Advisory firm - (2/28/2025 Approved)California
Registered Investment Advisory firm - (4/18/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (3/19/2025 Terminated)New Hampshire
Registered Investment Advisory firm - (3/19/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/20/2025 Terminated)Texas
Registered Investment Advisory firm - (3/19/2025 Terminated)Vermont
Registered Investment Advisory firm - (3/21/2025 Terminated)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
California(4/7/2023)
IAR
Massachusetts(10/4/2023)
IAR
New Hampshire(6/2/2006)
IAR
Pennsylvania(9/8/2023)
IAR
Texas(1/3/2007)
IAR
Vermont(6/18/2012)
Exams
Current Firm
JW
JMH WEALTH MANAGEMENT, LLC
JMH WEALTH MANAGEMENT, LLC
CRD#: 139294 / SEC#: 801-132071
RIA
Registered Investment Advisory firm - (2/28/2025 Approved)California
Registered Investment Advisory firm - (4/18/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (3/19/2025 Terminated)New Hampshire
Registered Investment Advisory firm - (3/19/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/20/2025 Terminated)Texas
Registered Investment Advisory firm - (3/19/2025 Terminated)Vermont
Registered Investment Advisory firm - (3/21/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
45 Lyme Road Suite 307, Hanover, NH 03755
Mailing Address
Phone number
(603) 643-8899
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 200 |
| AUM (Assets Under Management) | $ 113,688,701 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JMH WEALTH MANAGEMENT, LLC
CRD#: 139294Hanover, NH 03755TRUST BUT VERIFY
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