Jeffrey Craig Hanson

Employer firm

Breakwater Capital Group CRD 321097

$1.02B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2000 → 06/2022
  Fidelity Investments
  Paramus, NJ
• 06/2022 → Present
  Breakwater Capital Group
  Paramus, NJ

Previous Registrations

• 2018-07-13 → 2022-06-14
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2004-07-01 → 2018-07-13
  Strategic Advisers Llc
  Paramus, NJ

Exams

• S66 Uniform Combined State Law Examination
  2004-06-14
• S63 Uniform Securities Agent State Law Examination
  2001-04-27

Designations

• Certified Financial Planner