Jeffrey Harris
JMH Wealth Management · Hanover, New Hampshire
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.
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Specialties
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 | $124.1M across 203 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NH, PA, TX · CRD 855917 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jmhwealth.com |
How Jeffrey's firm compares
- JMH Wealth Management's average account is about $611,000, from its Form ADV (assets managed divided by 203 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- JMH Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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