JH ADVISORS

RIASEC RegisteredEst. 2018

Total AUM

$212M

Discretionary

$212M

100% of AUM

Avg account

$512K

Accounts

414

Employees

Advisory reps

Firm details

Headquarters: SALEM, Oregon
CRD number: 139587
Registered since: May 25, 2018
Website: www.gnjwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.9%
Pension & Profit Sharing Plans13.23%
Individuals11.29%
Charitable Organizations1.35%
Corporations / Businesses0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

JH Advisors is an independent registered investment adviser formed as a limited liability company and operating as a capital allocator for individuals, families and select institutional clients. The firm combines financial planning with discretionary portfolio management and offers pension consulting and selection-of-other-advisers services alongside educational workshops. Fee arrangements are flexible—percentage of AUM, hourly and fixed-fee options are used depending on the engagement. Investment activity emphasizes pooled public funds and mutual funds as the primary building blocks of client portfolios, with active use of third-party managers through delegated relationships when appropriate. The firm does not position itself as an ESG investor and maintains a single-state registration profile. JH Advisors works with accounting professionals as an industry affiliate to coordinate tax and reporting matters for clients.