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
Hanover, NH 03755
Credentials
CFA®
Industry experience
21 years
Jeffrey Harris is a CFA charterholder with 21 years of industry experience. He has been with JMH Wealth Management, LLC since 2006. JMH Wealth Management is a small, supported registered investment adviser serving primarily high-net-worth individuals and related entities. The firm offers discretionary investment management integrated with financial planning, focusing on fundamental analysis of equities, fixed income, mutual funds, and ETFs with a long-term investment horizon.
$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)
45 Lyme Road, Suite 307
Hanover, NH 03755
New Hampshire · Pennsylvania · Texas
JMH Wealth Management, LLC
2006 - Present (20 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 65, Series 66
Hanover, NH
Mirica Wealth
CFP®, Series 63, Series 65, Series 66
White River Junction, VT
Fenwick Investments, LLC
Series 63, Series 65
Hanover, NH
Michael D. Taxman Investment Management
Series 65
West Lebanon, NH
Round Table Investment Management, LLC
Series 65
Lyme, NH
FULLA Financial Planning
CFP®, ChFC®
Hanover, NH
SJ Boyle Wealth Planning, LLC
We help you write your own Smart Plan. A Smart Plan is your ongoing work in progress to get you where you want to go financially. We want to be your partner to make the job easier and more efficient. We will help develop your Smart Plan, coordinate it with your other advisors, and assure that it stays on track. We’re not afraid to challenge conventional wisdom about investing and preserving wealth. We utilize all available resources in pursuit of your goals with confidence and calm. At the end of the day, this effort is committed to you. It's about planning your voyage with purpose and intent, charting a course for an enviable outcome.
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")