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Jeffrey Andrew Karns

H Financial Management

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About Jeffrey Andrew Karns

Jeffrey Andrew Karns is a wealth advisor at H Financial Management, with over 17 years of experience in the financial industry. Jeffrey has been registered with the state of Pennsylvania since 2012. Jeffrey has also worked as a wealth advisor for TRIAD ADVISORS LLC and MERCER ALLIED COMPANY, L.P. Jeffrey has a strong track record of providing financial advice and investment management services to individuals, families, and businesses. Jeffrey holds a Series 7, Series 66, and SIE licenses.

Firm Information

Jeffrey Karns is currently registered with H Financial Management. H Financial Management is an investment advisor registered with the SEC located in Canonsburg, PA. They manage approximately $533,769,756 in assets for individuals, corporations, and charitable organizations. They provide financial planning and portfolio management services for individuals, businesses, and retirement plans. They are also registered with the state of Pennsylvania.
H Financial Management

400 SOUTHPOINTE BLVD.

CANONSBURG, PA 15317

$533.77M

Assets Under Management

Not reported

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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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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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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Jeffrey Karns’s Registration & Firm History

PA

05/22/2012 - Present

H Financial Management (CANONSBURG PA)

PA

05/11/2012 - 08/23/2024

TRIAD ADVISORS LLC (CANONSBURG PA)

PA

10/20/2006 - 04/25/2012

MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)

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Licenses & Designations

BOTH

Issued 08/14/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Andrew Karns.
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