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James T. Ahn

Halbert Hargrove

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About James T. Ahn

James T. Ahn is an investment advisor representative with Halbert Hargrove. James has been in the financial services industry since February 2008. James is registered with the state of California and Texas. James is a Certified Financial Planner. James has previously worked at Citigroup Global Markets Inc. and Edward Jones. James's office is located at 111 West Ocean Boulevard, Suite 2300, Long Beach, California 90802-7908.

Firm Information

James Ahn is currently registered with Halbert Hargrove. Halbert Hargrove is an investment advisor based in LONG BEACH, CA. The firm provides investment consulting and financial planning services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Halbert Hargrove manages approximately $3.16 billion in assets, including discretionary and non-discretionary accounts. They also offer educational seminars, publish periodicals, and select other advisors.
Halbert Hargrove

111 WEST OCEAN BOULEVARD

LONG BEACH, CA 90802-7908

$3.16B

Assets Under Management

3

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Ahn’s Registration & Firm History

CA

05/09/2024 - Present

Halbert Hargrove (LONG BEACH CA)

CA

04/04/2011 - 05/23/2012

CITIGROUP GLOBAL MARKETS INC. (SANTA MONICA CA)

CA

02/14/2008 - 03/02/2011

EDWARD JONES (BEVERLY HILLS CA)

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Licenses & Designations

BOTH

Issued 04/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/13/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James T. Ahn.
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