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Mathew Alan Wynn

Jh Advisors

Salem, OR

CRD 7280665

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Employer firm

Jh Advisors CRD 139587

$212M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Jh Advisors

1564 Commercial St. Se, Salem, OR 97302 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2020-08-06
  • OR RA
    APPROVED
    Since 2020-08-06

Branch Locations

1564 Commercial St. Se, Salem, OR 97302 • 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
Green Newton Jamison Salem OR 12/2014 01/2022
Jamison Hanson Advisors Salem OR 01/2022 Present
  • 12/2014 → 01/2022
    Green Newton Jamison
    Salem, OR
  • 01/2022 → Present
    Jamison Hanson Advisors
    Salem, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-21
  • S65 Uniform Investment Adviser Law Examination
    2020-02-21
Other Names
  • Mat Wynn
  • Mathew Wynn

View on SEC IAPD

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