# Jeffrey Harris

> Jeffrey Harris is a fee-only financial advisor at JMH Wealth Management in Hanover, New Hampshire, who holds the CFA credential. Jeffrey charges a percentage of assets (1% a year on the first tier of assets managed and a $750,000 asset minimum) and focuses on sustainable & impact investing.

Page: https://find.wellspent.co/advisors/jeffrey-harris/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** JMH Wealth Management
- **Based in:** Hanover, New Hampshire
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $750,000 asset minimum
- **Assets under management (firm):** $124.1M across 203 accounts
- **Credentials:** CFA
- **Specialties:** Sustainable & impact investing
- **CRD:** 855917 (https://adviserinfo.sec.gov/individual/summary/855917)
- **SEC registration:** Investment adviser representative in NH, PA, TX
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.jmhwealth.com

## Frequently asked questions

### Is Jeffrey Harris a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and JMH Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets.

### How much does Jeffrey charge?

According to JMH Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $750,000 asset minimum.

### Where is Jeffrey Harris based?

Jeffrey Harris is based in Hanover, New Hampshire.

### What does Jeffrey specialize in?

Jeffrey's specialties include sustainable & impact investing.

### What credentials does Jeffrey Harris hold?

Jeffrey Harris holds the CFA credential.

### Is Jeffrey Harris registered with the SEC?

Yes. Jeffrey Harris is registered as an investment adviser representative in NH, PA and TX (CRD 855917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JMH Wealth Management manage?

JMH Wealth Management reports $124.1M across 203 accounts in assets under management.

### How do I contact Jeffrey Harris?

Through Jeffrey's website, www.jmhwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/855917): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.jmhwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.