Jeffrey Harris has been Managing Member/Chief Compliance Officer of JMH Wealth Management since December 2005, is a control person of the firm and directly owns 75% or more of it. Jeffrey Harris holds an Undergraduate degree in Economics from the University of Pittsburgh and an MBA in Finance and Investments from The George Washington University.
JMH Wealth Management, LLC is a Hanover, NH firm with $124M under management, 80 clients and 2 advisers across 2 offices, as of its May 2026 filing.
Jeffrey M. Harris is President, CEO, and Chief Investment Officer of JMH Wealth Management, LLC, based in Hanover, New Hampshire. Harris has managed money professionally since 1990. Prior to founding the firm, Harris managed investment portfolios for individual, institutional and non profit clients with American Trust Company and Fleet Investment Advisors, and managed a no load, socially responsible common stock mutual fund for nearly eight years.
Jeffrey Harris’ longest registration is the current one, 20 years at JMH Wealth Management since 2006. Before joining JMH Wealth Management in 2006, Jeffrey Harris was registered through American Trust Investment Advisors, LLC.
- JMH Wealth Management, LLCCurrent– present · 20 yearsHanover, NH · Adviser representative · Firm CRD 139294
- American Trust Investment Advisors, LLC– · 1 yearLebanon, NH · Adviser representative · Firm CRD 114439
Professional designations
Listed by JMH Wealth Management
- Chartered Financial Analyst (CFA®)
- Accredited Investment Fiduciary® (AIF®)
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Jeffrey Harris is registered as an investment adviser representative in 3 states. The first approvals date from June 2006; the most recent is Pennsylvania, in September 2023.
- New HampshireSince 2 June 2006
- PennsylvaniaSince 8 September 2023
- TexasSince 3 January 2007
Examinations
No examinations are on Jeffrey Harris’s record.
- Full name
- Jeffrey Marc Harris
- CRD
- 855917
- Firm
- JMH Wealth Management · CRD 139294
- Role
- Managing Member/Chief Compliance Officer
- Office
- 45 LYME ROAD, SUITE 307, Hanover, NH 03755
- Registration
- Investment adviser registration
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jmhwealth.com
Where does Jeffrey Harris work?
Jeffrey Harris has been Managing Member/Chief Compliance Officer of JMH Wealth Management, LLC since December 2005, and is a control person of the firm.
Is Jeffrey Harris a financial advisor?
Yes. Jeffrey Harris has a current investment-adviser registration in New Hampshire, Pennsylvania and Texas, through JMH Wealth Management since June 2006.
How many years of experience does Jeffrey Harris have?
Jeffrey Harris has 22 years in the financial industry, since June 2004, across 2 adviser firms.
Where did Jeffrey Harris work before JMH Wealth Management?
Before JMH Wealth Management, Jeffrey Harris was registered through American Trust Investment Advisors, LLC, November 2001 to October 2003.
Where is Jeffrey Harris based?
Jeffrey Harris’ registered office is in Hanover, NH.
Is Jeffrey Harris registered with FINRA?
No. Jeffrey Harris has no current broker registration.
Is Jeffrey Harris a CFA charterholder?
JMH Wealth Management lists Jeffrey Harris with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Jeffrey Harris’ record?
Search CRD 855917 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Harris’ full registration record.