Advisor at JMH Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JMH Wealth Management, LLC
Location
Pittsburgh, PA
Credentials
CFA®, Series 65
Industry experience
7 years
Cole Harris is a CFA charterholder and holds a Series 65 license, with seven years of industry experience. He has worked at JMH Wealth Management, LLC since 2018 and previously held positions with the Ministry of Education in Spain and AeroTek. JMH Wealth Management is a small, supported registered investment adviser serving primarily high-net-worth individuals and related entities. The firm integrates financial planning with discretionary investment management, using fundamental analysis and a long-term investment approach across various asset classes.
$0 - $1,000,000: 1.00% Amounts in excess of $1 Million - $3,000,000: 0.75% Amounts in excess of $3 Million - $5,000,000: 0.60% Amounts in excess of $5 Million - $10,000,000: 0.50% Amounts in excess of $10 Million+: 0.40%
Account minimum: $750,000 (negotiable)
Pittsburgh, PA
New Hampshire · Pennsylvania · Texas
JMH Wealth Management LLC
2024 - Present (2 years)
JMH Wealth Management LLC
2018 - 2024 (6 years)
Ministry of Education Spain
2017 - 2018 (1 year)
AeroTek
2017 - 2017 (1 year)
UnEmployed
2017 - 2017 (1 year)
Student University of Puget Sound
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Pittsburgh, PA
A. Neff Associates LLC
CFP®, Series 63, Series 65
Canonsburg, PA
Storie Financial Advisory LLC
Series 66
Pittsburgh, PA
ClearPeak Capital Management
CFP®, Series 63, Series 65
Wexford, PA
Drazga Wealth Advisors, LLC
CFA®, Series 63
Pittsurgh, PA
Emmanuel Capital Management, LLC
Series 66
Pittsburgh, PA
Solid Oak Advisory
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")