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Jeffrey H
CFA®
Hanover, NH
JMH Wealth Management, LLC
Jeffrey Harris is a CFA charterholder with 21 years of industry experience. He has been with JMH Wealth Management, LLC since 2006. JMH Wealth Management is a small, supported registered investment adviser serving primarily high-net-worth individuals and related entities. The firm offers discretionary investment management integrated with financial planning, focusing on fundamental analysis of equities, fixed income, mutual funds, and ETFs with a long-term investment horizon.
Cole H
CFA®, Series 65
Hanover, NH
JMH Wealth Management, LLC
Cole Harris is a CFA® charterholder and holds the Series 65 license, with eight years of experience in the financial industry. He has been with JMH Wealth Management, LLC since 2018 and previously worked with the Ministry of Education in Spain and AeroTek. JMH Wealth Management serves high-net-worth individuals and related entities, providing customized discretionary investment management combined with financial planning at no additional charge. The firm emphasizes fundamental analysis and centralized investment discretion, managing approximately $124 million with a compact advisor team.
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