Paul McHugh has been an investment adviser representative at Journey Retirement Planning and Investment Management since April 2022, and is not listed among the firm’s executive officers or direct owners.
Journey Retirement Planning and Investment Management, LLC is an Ammon, ID firm with $187M under management, 637 clients and 5 advisers in one office, as of its June 2026 filing.
Paul McHugh is Advisor of Journey Financial Services. He leads the firm's investment research initiatives and has experience in business development. His work includes researching, analyzing and constructing portfolios for optimization.
- – present · 4 yearsAmmon, ID · Adviser representative · Firm CRD 315237
Investment adviser representative registrations
Paul McHugh is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2022; the most recent is Texas, in June 2026.
- IdahoSince 8 April 2022
- TexasResidentSince 5 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Paul Bae McHugh
- CRD
- 7519662
- Firm
- Journey Retirement Planning and Investment Management · CRD 315237
- Office
- 3040 E 17TH STREET, SUITE 2, Ammon, ID 83406
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- journeyretirement.com
Where does Paul McHugh work?
Paul McHugh is an investment adviser representative registered through Journey Retirement Planning and Investment Management, LLC since April 2022, and is not listed among the firm’s executive officers or direct owners.
Is Paul McHugh a financial advisor?
Yes. Paul McHugh has a current investment-adviser registration in Idaho and Texas, through Journey Retirement Planning and Investment Management since April 2022.
How many years of experience does Paul McHugh have?
Paul McHugh has 4 years in the financial industry, since April 2022, across 1 adviser firm.
What exams has Paul McHugh passed?
Paul McHugh passed the Series 65 in March 2022.
Where is Paul McHugh based?
Paul McHugh’s registered office is in Ammon, ID.
Is Paul McHugh registered with FINRA?
No. Paul McHugh has no current broker registration.
How can I verify Paul McHugh’s record?
Search CRD 7519662 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul McHugh’s full registration record.