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Justin Hahl

Advisor at J.P. Morgan Securities — Palm Harbor, FL Ridgemoor Blvd

Updated today

Credentials

CFP®, Series 66

Experience

13 years

Location

Palm Harbor, FL 34685

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,365

Across 3,633 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Justin Hahl is a CFP® with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Palm Harbor, FL. His prior roles include positions at Transamerica Retirement Solutions and USAA Financial Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Palm Harbor, FL Ridgemoor Blvd

4890 Ridgemoor Blvd

Palm Harbor FL 34685

Advisors at this office

1

Most active in

Florida · Texas

Work history

13 years of industry experience

J.P. Morgan Securities, LLC

2020 - Present • 6 years

Palm Harbor, FL

J.P. Morgan Chase bank, N.A.

2020 - Present • 6 years

Palm Harbor, FL

Transmerica Retirement Solutions

2017 - 2020 • 3 years

St. Petersburg, FL

Transamerica Investors Securities Corporation

2017 - 2020 • 3 years

St. Petersburg, FL

Transamerica Corporation Affliates

2017 - 2020 • 3 years

St. Petersburg, FL

USAA Financial Advisors, Inc.

2016 - 2017 • 1 year

Tampa, FL

USAA financial planning services

2016 - 2017 • 1 year

Tampa, FL

J.P. Morgan Securities

2013 - 2016 • 3 years

Palm Harbor, FL

Merrill

2012 - 2013 • 1 year

Clearwater, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Austin H

CFP®, Series 66, CIMA®

Tampa, FL

Hunt Wealth

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Retirement income strategy Cash flow / budgeting Roth conversion strategy General tax planning Tax-loss harvesting Sales Professional Technology Professional Retired Consultant HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)
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Daniel P

CFP®, Series 63, Series 65

Tampa, FL

Dwf Wealth Management

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Wealth management Retirement income strategy Retirement withdrawal strategies Long-term care insurance Self-Employed Sales Professional Educators, Teachers, and Academics University Employee Approaching retirement Established Professionals

Jeff S

CFP®, Series 63, Series 66

Tampa, FL

Water Street Wealth Management

Jeffrey Schlotterbeck Jr. is a CFP® professional with 22 years of industry experience, currently serving at Farther since 2026. His prior experience includes roles at Water Street Wealth Management, LLC and TD Ameritrade, Inc. He is also involved as a manager in Beck Investments LLC, a small private rental business in Tampa, FL. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm applies Modern Portfolio Theory using proprietary and customized portfolios with algorithmic rebalancing, employing a range of investment vehicles and AI tools to support advisor judgment. Water Street Wealth Management at Farther [email protected] 813.484.7877 www.waterstreetwealth.com

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Retired Self-Employed Sales Professional Technology Professional Established Professionals Approaching retirement Retired
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Luke M

Series 66, Series 7

Tampa, FL

Valic Financial Advisors

Luke Mcananey is a financial advisor with Corebridge. He holds Series 66, Series 7 and FL 215 designations. He has previously worked at Cary Street Partners & Raymond James. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School. Corebridge Financial primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Tax-loss harvesting Retirement income strategy
user avatar

Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Tish W

CFP®, Series 63, Series 65

Clearwater, FL

Raymond James Financial

Letitia Wold is a CFP® professional with 25 years of industry experience, currently serving at Raymond James Financial since 2009. She is the founder and president of Belleair Wealth Strategies and is involved in Rosier Times LLC, a business established to hold and utilize a motor yacht as an event space. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Business exit / sale strategy Retirement income strategy General estate planning guidance Roth conversion strategy Early retirement planning Founder/Business Owner Executive Doctor or Medical Professional Engineering Professional HENRY (High Earners, Not Rich Yet) Approaching retirement Retired
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