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Jeffrey Allen Hahn

Buttonwood Wealth

Winchester, VA

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Current Employers
Buttonwood Wealth

27 West Boscawen Street, Winchester, VA 22601 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-13
VA RA APPROVED 2020-01-22
  • TX RA
    APPROVED
    Since 2021-05-13
  • VA RA
    APPROVED
    Since 2020-01-22

Branch Locations

27 West Boscawen Street, Winchester, VA 22601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Winchester VA 06/2008 Present
Wiseman Wealth, Llc (Dba:WIseman & Associates Wealth Management) Winchester VA 05/2014 01/2020
Buttonwood Wealth Winchester VA 11/2019 Present
  • 06/2008 → Present
    Lpl Financial Llc
    Winchester, VA
  • 05/2014 → 01/2020
    Wiseman Wealth, Llc (Dba:WIseman & Associates Wealth Management)
    Winchester, VA
  • 11/2019 → Present
    Winchester, VA
Previous Registrations
Other Businesses

1. 10/19/2018 - Buttonwood Wealth - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date:08/01/2018 - 5 Hours Per Month/0 Hours During Trading. 2. 2/12/2020 - Trubar, LLC - Investment Related - 27 West Boscawen Street, Winchester, VA 22601 - Real Estate Rental - Started 11/04/2019 - 5 Hours Per Month/1 Hour During Securities Trading. 3. 2/19/2020 - Buttonwood Wealth LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/12/2020 - 151 Hours Per Month During Securities Trading - I provide investment advisory services through Buttonwood Wealth LLC, an independent investment advisor firm. I started this business activity in 02/2020. I expect to spend approximately 151 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 2/19/2020 - Buttonwood Wealth LLC - DBA: (Hybrid) Buttonwood Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/12/2020 - 151 Hours Per Month During Securities Trading. 5. 2/26/2020 - Buttonwood Wealth, LLC - Started (Hybrid) Buttonwood Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/09/2018 - 160 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-31
  • S66 Uniform Combined State Law Examination
    2007-10-31
Designations
Other Names
  • Jeffrey Hahn

View on SEC IAPD

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