James Martin
Investment adviser representative at HAHN Financial Group
10 yearsExperience
2 statesRegistered in
$188.7MFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- HAHN Financial Group, Inc.Sep 2024 to now
- Pizza HutDec 2021 to Mar 2024
- Automated Maintenance SystemsJul 2019 to Mar 2020
- Levo Credit UnionFeb 2019 to Aug 2024
- UnemployedJan 2019 to Feb 2019
- Tcf BankJan 2016 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (SD, TX).
HAHN Financial Group
Legal name: HAHN Financial Group Inc.
$188.7MAssets managed
1,861Clients
9Advisers
11 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
- 8022871
- Firm CRD
- 169787