James T. Ahn

Employer firm

Halbert Hargrove CRD 105515

$4.20B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 06/2012 → Present
  Halbert Hargrove Global Advisors, Llc
  Long Beach, CA

Previous Registrations

• 2011-04-04 → 2012-05-23
  Citigroup Global Markets Inc.
  Santa Monica, CA
  San Francisco, CA
  Fountain Valley, CA
  West Hollywood, CA
  West Hollywood, CA
  Santa Monica, CA
• 2008-04-08 → 2011-03-02
  Edward Jones
  Los Angeles, CA
  Beverly Hills, CA
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2008-04-04

Designations

• Certified Financial Planner

Other Names

• James Ahn
• James T Ahn