Jae Ha
Advisor at Chicago Oakbrook Financial Group
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.
Advisor at Chicago Oakbrook Financial Group
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.
Location
Oak Brook, IL 60523
Credentials
ChFC®, Series 63, Series 65
Industry experience
24 years
Jae Ha is a financial advisor at Chicago Oakbrook Financial Group with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ha has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. He is also the owner and president of Jae Ha Wealth Management, Inc., a private entity for his securities business. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a wide range of securities and strategies tailored to client objectives.
Based on Chicago Oakbrook Financial Group
Based on Chicago Oakbrook Financial Group
Up to $40,000 fixed fee for financial planning services
$0 - $250,000: 1.25% annually $250,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,500,000: 0.80% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.65% annually
Up to $500 per hour for financial planning services
Account minimum: $500,000 Fee-only: Hourly fees up to $500 per hour; Fixed fees up to $40,000 for financial planning services
903 Commerce Drive,, Suite 300
Oak Brook, IL 60523
Illinois · Texas
Chicago Oakbrook Financial Group
2007 - Present (19 years)
Commonwealth Financial Network
2007 - 2024 (17 years)
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