Jeffrey Andrew Karns
Investment adviser representative at H Financial Management
14 yearsExperience
1 stateRegistered in
$621.9MFirm assets
17 yearsFirm in business
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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
Experience
14 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- H Financial ManagementMay 2012 to now
- Triad Advisors, IncMay 2012 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
H Financial Management
Legal name: Hoge Financial Services, LLC
$621.9MAssets managed
557Clients
6Advisers
17 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
- 5151328
- Firm CRD
- 148209