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Who We Are

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jhh wealth, llc, is a financial services company and Registered Investment Advisor based in Charlotte, NC that provides cost-effective yet unique investment solutions to protect and grow wealth. Through direct access to experienced senior investment advisors, thoughtful consideration of client needs and priorities, and concierge service, jhh provides a broad range of wealth advisory solutions for clients.

Your Team

Sam Haskell, CFA

Partner
Chief Investment Officer

Sam holds 20 years experience in the investment universe, including multiple financial crises.

Sam Haskell

Sam Haskell began his investment career within the Morgan Stanley research group in 2000.  He joined Sterne Agee in its Capital Markets group in 2002, transitioning into the family office in 2014.  Prior to joining jhh, Haskell began the Colarion LLC registered investment advisory in 2016, managing broad investment portfolios with particular expertise in the financial services sector.  In addition to Colarion, he is a board member for CommerceOne, a Birmingham commercial bank, and holds several real estate investments within SIPCO LLC.  Sam holds 20 years experience in the investment universe, including multiple financial crises. He is a CFA charterholder and graduate of Princeton University.

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David Jackson III, CFP®

Partner
Advisor

As a partner and wealth advisor, David closely advises clients on achieving their goals and priorities.

David Jackson III

As a partner and advisor, David closely advises clients on achieving their goals and priorities. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and earned his CFP®  marks through the Wake Forest University School of Business. Prior to joining jhh, David was a senior advisor for several members of the U.S. Congress. His issue portfolio included federal economic, energy, and financial services policy, as well as trade and international relations. He also served as press secretary and policy director for a U.S. Senate campaign. His career as a political advisor has transferred into the financial world as he continues to build and advise key client relationships on strategies to help them achieve their goals. David is a graduate of Wofford College and holds his Series 7 and Series 66 licenses. David is also a registered representative of Allen C. Ewing, & Co., a FINRA/SIPC member firm offering investment banking and broker dealer services to the southeast since 1939. In his spare time, David volunteers as a baseball coach for Myers Park Trinity Little League.

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Jon Gauthier, CFP®, APMA®, CRPC®

Financial Planner

Over the last decade, Jon has worked for large brokerage firms providing comprehensive financial planning and investment services.

Jon Gauthier

Jon brings a wealth of experience to jhh. Over the last decade, Jon has worked for large brokerage firms providing comprehensive financial planning and investment services. He has been named a Five-Star Wealth Manager in Charlotte Magazine and a NABCAP Top-Scoring Wealth Manager in Charlotte, North Carolina.  He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Planning Counselor® and an Accredited Portfolio Management Advisor®.  He received his undergraduate degree in political science and master of public policy from the University of Michigan.

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Get in Touch

704-332-2032

jhh wealth, llc
112 South Tryon St., Suite 1220
Charlotte, NC 28284

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jhh, llc is a registered investment advisory firm and only conducts business where it is properly registered or is excluded from registration requirements.  Registration is not an endorsement of the firm by securities regulators.  Further information about the firm and investment professional can be found at www.adviserinfo.sec.gov. Securities offered through Allen C. Ewing & Co. Member FINRA/SIPC.

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