Jeffrey Scott Hahn

Employer firm

Pts Brokerage, LLC CRD 119307

$132M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2014 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 01/2014 → 03/2017
  Hornor, Townsend & Kent, Inc
  Horsham, PA
• 04/2017 → Present
  Pts Brokerage, Llc
  Mount Laurel, NJ

Previous Registrations

• 2011-01-28 → 2013-06-13
  Mml Investors Services, Llc
  Medford Lakes, NJ
  Radnor, PA
  Medford Lakes, NJ
• 2006-04-05 → 2010-12-31
  Hornor, Townsend & Kent, Llc
  Bala Cynwyd, PA
  Medford Lakes, NJ

Other Businesses

INSURANCE SALES UNDER THE NAME JEFFREY S HAHN, INVESTMENT RELATED, 25 SHAWNEE TRAIL, MEDFORD LAKES, NJ 08055. NATURE OF OBA: LIFE INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE. POSITION, TITLE, RELATIONSHIP: AGENT. START DATE: 01/2014. # HOURS/MONTH: MORE THAN 140 HRS/MONTH; # HOURS/MONTH DURING TRADING: MORE THAN 140 HRS/MONTH. DUTIES: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI AND ANNUITY CLIENT ACCOUNTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-11-13

Designations

• Chartered Financial Consultant

Other Names

• Jeff Hahn
• Jeffrey S Hahn