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Jeffrey Allen Hahn

Buttonwood Wealth

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About Jeffrey Allen Hahn

Jeffrey Allen Hahn is a financial advisor who has been in the industry since 2007. He works with individuals, families, and small businesses to help them achieve their financial goals. Jeffrey is a Certified Financial Planner™ and has a strong track record of success in helping his clients manage their investments and plan for their future. Jeffrey is registered with LPL Financial and is also a registered Investment Advisor with Buttonwood Wealth. He provides investment advice and financial planning services.

Firm Information

Jeffrey Hahn is currently registered with Buttonwood Wealth. Buttonwood Wealth is an investment advisor based in Winchester, VA with approximately $306,948,786 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Buttonwood Wealth serves high-net-worth individuals, corporations, and individuals other than high-net-worth.
Buttonwood Wealth

27 WEST BOSCAWEN STREET

WINCHESTER, VA 22601

$306.95M

Assets Under Management

4

Total Clients

5

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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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.

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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percentage of assets

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

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other

Third party referral fees

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Jeffrey Hahn’s Registration & Firm History

VA

01/22/2020 - Present

Buttonwood Wealth (WINCHESTER VA)

NC

10/05/2007 - 05/21/2008

THRIVENT INVESTMENT MANAGEMENT INC. (WILMINGTON NC)

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Licenses & Designations

BOTH

Issued 10/31/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Allen Hahn.
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