Jeffrey Hahn has been Managing Member/Chief Compliance Officer of Buttonwood Wealth since June 2018, is a control person of the firm and directly owns 75% or more of it.
Buttonwood Wealth, LLC is a Winchester, VA firm with $425M under management, 406 clients and 6 advisers across 3 offices, as of its February 2026 filing.
Jeffrey Hahn’s longest registration is the current one, 6 years at Buttonwood Wealth since 2020. Before joining Buttonwood Wealth in 2020, Jeffrey Hahn was registered through Wiseman & Associates Wealth Management and LPL Financial LLC.
- Buttonwood WealthCurrent– present · 6 yearsWinchester, VA · Adviser representative · Firm CRD 305896
- Wiseman & Associates Wealth Management– · 5 yearsWinchester, VA · Adviser representative · Firm CRD 169677
- LPL Financial LLC– · 5 yearsFort Mill, SC · Adviser representative · Firm CRD 6413
- Thrivent Investment Management Inc.– · under a yearWilmington, NC · Adviser representative · Firm CRD 18387
Investment adviser representative registrations
Jeffrey Hahn is registered as an investment adviser representative in 2 states. The first approvals date from January 2020; the most recent is Texas, in May 2021.
- TexasSince 13 May 2021
- VirginiaSince 22 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 October 2007 |
| Series 7 | General Securities Representative Examination | 3 October 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Allen Hahn
- CRD
- 5378966
- Firm
- Buttonwood Wealth · CRD 305896
- Role
- Managing Member/Chief Compliance Officer
- Office
- 27 WEST BOSCAWEN STREET, Winchester, VA 22601
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeffrey Hahn work?
Jeffrey Hahn has been Managing Member/Chief Compliance Officer of Buttonwood Wealth, LLC since June 2018, and is a control person of the firm.
Is Jeffrey Hahn a financial advisor?
Yes. Jeffrey Hahn has a current investment-adviser registration in Texas and Virginia, through Buttonwood Wealth since January 2020.
How many years of experience does Jeffrey Hahn have?
Jeffrey Hahn has 18 years in the financial industry, since October 2007, across 4 adviser firms.
What exams has Jeffrey Hahn passed?
Jeffrey Hahn has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2007. FINRA credited Jeffrey Hahn with the SIE, which began in October 2018.
Where did Jeffrey Hahn work before Buttonwood Wealth?
Before Buttonwood Wealth, Jeffrey Hahn was registered through Wiseman & Associates Wealth Management, May 2014 to January 2020; LPL Financial LLC, June 2008 to May 2014; Thrivent Investment Management Inc., November 2007 to May 2008.
Where is Jeffrey Hahn based?
Jeffrey Hahn’s registered office is in Winchester, VA.
Is Jeffrey Hahn registered with FINRA?
Yes. Jeffrey Hahn has a current broker registration, under CRD 5378966.
Source: FINRA BrokerCheck
How can I verify Jeffrey Hahn’s record?
Search CRD 5378966 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Hahn’s full registration record.