Our Disclosures Area
Our Firm’s Brochure (ADV)
This brochure provides information about the qualifications and business practices of jhh wealth, llc, is a financial services company. Investment advisory services are provided through Colarion, LLC, an SEC registered investment advisor. Securities offered through Allen C. Ewing & Co. Member FINRA/SIPC. If you have any questions about the contents of this brochure, please contact us at 704-332-2032. You may also contact your investment advisor representative directly. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission, or by any state securities authority.
Customer Relationship
jhh wealth, llc is a financial services company. Investment advisory services are provided through Colarion, LLC, an SEC registered investment advisor. Securities offered through Allen C. Ewing & Co. Member FINRA/SIPC. Brokerage and investment advisory services and fees differ and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.
Privacy Policy
At jhh wealth, llc protecting your privacy is very important to us. We want you to understand what information we collect and how we use it. We collect and use nonpublic private information in order to provide our clients with a broad range of financial services as effectively and conveniently as possible. We treat nonpublic personal information in accordance with our privacy policy.
Business Continuity Statement
jhh wealth, llc plans to quickly recover and resume business operations after a significant business disruption (SBD) and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business. In short, our company’s business continuity plan (BCP) is designed to permit us to resume operations as quickly as possible, given the scope and severity of the SBD.