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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.

  1. HAHN Financial Group, Inc.Sep 2024 to now
  2. Pizza HutDec 2021 to Mar 2024
  3. Automated Maintenance SystemsJul 2019 to Mar 2020
  4. Levo Credit UnionFeb 2019 to Aug 2024
  5. UnemployedJan 2019 to Feb 2019
  6. 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
Advisor's SEC record (opens in a new tab)
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