Jeffrey Craig Hanson
Advisor at Breakwater Capital Group — Paramus, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
25 years
Location
Paramus, NJ 07652
Breakwater Capital Group
Team
Jeffrey Hanson is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Breakwater Capital Group since 2022 and previously spent 22 years at Fidelity Investments. Breakwater Capital Group provides investment advisory and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using fundamental analysis and employs active strategies such as margin and options, tailoring allocations to client objectives and risk tolerance.
Based on Breakwater Capital Group
Based on Breakwater Capital Group
Based on Breakwater Capital Group
Fixed fees typically ranging from $5,000 to $20,000 for financial planning
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Up to $500 per hour for financial planning, consulting, and retirement plan advisory services
Minimum fee: Minimum annual fee of $5,000 Fee-only: Hourly fees up to $500 per hour; Fixed fees ranging from $5,000 to $20,000 for financial planning
Paramus, NJ
140 E. Ridgewood Avenue, Suite 415
Paramus NJ 07652
Advisors at this office
1
New Jersey · Texas
25 years of industry experience
Breakwater Capital Group
2022 - Present • 4 years
Paramus, NJ
fidelity Investments
2000 - 2022 • 22 years
Paramus, NJ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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