James T. Ahn
Investment adviser representative at Halbert Hargrove
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.2BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Halbert HargroveJun 2012 to now
- Halbert Hargrove Global Advisors, LLCJun 2012 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Halbert Hargrove
Legal name: Halbert Hargrove Global Advisors, LLC
$4.2BAssets managed
1,518Clients
43Advisers
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
- 5467210
- Firm CRD
- 105515