Jae Won Ha
Investment adviser representative at Chicago Oakbrook Financial Group
17 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Chicago Oakbrook Financial GroupAug 2007 to now
- Commonwealth Financial NetworkAug 2007 to Dec 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Chicago Oakbrook Financial Group
Legal name: Cofg Advisors, LLC
$1.2BAssets managed
1,380Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4396632
- Firm CRD
- 333344