James Ryan Reynolds
Investment adviser representative at Hfm Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$699.6MFirm 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
- Seminars and workshops
Experience
14 years in the industry.
- Hfm Wealth ManagementJan 2020 to now
- Hartford Financial Management Inc., dba Hfm Wealth ManagementSep 2019 to now
- Ct Zoological SocietyApr 2017 to Sep 2019
- Thrive BridgeportApr 2017 to Sep 2018
- Gfs Wealth Management Advisors Inc. dba Ganim FinancialMar 2017 to Aug 2019
- Kestra Financial Services, Inc.Apr 2016 to Mar 2017
- Ganim FinancialAug 2012 to Sep 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CT).
Hfm Wealth Management
Legal name: Hartford Financial Management Inc
$699.6MAssets managed
185Clients
7Advisers
37 yearsIn 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
- 5075347
- Firm CRD
- 105039