Joel Richard Hahn

Employer firm

One Capital Management, LLC CRD 114861

$8.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2012 → 08/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 08/2012 → 08/2025
  Tiaa
  Denver, CO
• 09/2025 → Present
  One Capital Management
  Denver, CO

Previous Registrations

• 2018-08-31 → 2025-09-10
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
  Glendale, CO
  Littleton, CO

Other Businesses

SHEPHERD OF THE VALLEY CONCESSIONS, CONCESSIONS FUNDRAISING POSITION: Volunteer/Front line worker NATURE: Non-profit education fundraising for tuition and education costs. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2018 ADDRESS: 8820 Field St, Westminster CO 80021, United States DESCRIPTION: I will be volunteering at events such as concerts, and sporting events. The monies earned through this fundraising effort will go into an account to go towards the cost of education for our children. The organization I will be affiliated with is Shepherd of the Valley, a 501c3 non-profit, who subcontracts through Legends who runs the concession stands.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-31
• S63 Uniform Securities Agent State Law Examination
  2012-10-20