Jeffrey Allen Hahn
Investment adviser representative at Buttonwood Wealth
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$425.3MFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Buttonwood WealthNov 2019 to now
- LPL Financial LLCJun 2008 to now
- Wiseman Wealth, LLC (dba:wiseman & Associates Wealth Management)May 2014 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Buttonwood Wealth
Legal name: Buttonwood Wealth, LLC
$425.3MAssets managed
406Clients
6Advisers
6 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
- 5378966
- Firm CRD
- 305896