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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-2006
- Office Locations
- 1
Office Locations
About JMH Wealth Management, LLC
JMH Wealth Management is a Hanover, NH fiduciary advisory firm providing disciplined wealth management and financial planning. The team works collaboratively with clients across life stages to set sensible goals, align portfolios to risk tolerance, and pursue long-term outcomes through fundamental analysis of business, value, and people. Client portfolios often use ETFs and public funds alongside U.S. government/agency and investment‑grade corporate bonds, custodied at Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY MARC HARRIS MR.
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #855917
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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COLE ETHAN HARRIS
Investment Advisor
- CRD
- #7004025
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,093,289 | $611,297 |
| Non-Discretionary | $0 | -- |
| Total | $124,093,289 | $611,297 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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