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Jeffrey Marc Harris

Jmh Wealth Management, LLC

Hanover, NH

CRD 855917

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Employer firm

Jmh Wealth Management, LLC CRD 139294

$124M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Jmh Wealth Management, Llc

45 Lyme Road Suite 307, Hanover, NH 03755 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-09-08
TX RA APPROVED 2007-01-03
NH RA APPROVED 2006-06-02
  • PA RA
    APPROVED
    Since 2023-09-08
  • TX RA
    APPROVED
    Since 2007-01-03
  • NH RA
    APPROVED
    Since 2006-06-02

Branch Locations

45 Lyme Road, Suite 307, Hanover, NH 03755 • 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
Jmh Wealth Management, Llc Hanover NH 02/2006 Present
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MICHAEL D. TAXMAN INVESTMENT MANAGEMENT
THE LYME TIMBER COMPANY LLC
CWM, LLC

Nearby Investors

MICHAEL DAVID TAXMAN
Nathaniel Monroe Fisher
Connor David Regan

Nearby Offices

MICHAEL D. TAXMAN INVESTMENT MANAGEMENT · HANOVER, NH
THE LYME TIMBER COMPANY LLC · HANOVER, NH
CWM, LLC · Hanover, NH

More in Hanover, NH

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