J. Hart is a CFP-designated registered investment advisor, based in Bethesda, MD, with 13 years of industry experience.
Location
7910 Woodmont Ave #900, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
J. is an investment advisory representative at CWM, LLC (Carson Group Partners), an SEC-registered investment advisory firm, and a financial planner at Equity Planning, Inc., dedicating about a quarter of their time to each. J. also works as an insurance agent selling life, disability, annuities, and long-term care insurance.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
US Financial Advisors, LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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