Who We Are
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jhh wealth, llc, is a financial services company and SEC-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.
Sam Haskell, CFA
Chief Investment Officer
Sam holds 20 years experience in the investment universe, including multiple financial crises.
Director of Asset Management, Portfolio Manager
David Jackson, III
Senior Analyst, Director of Marketing
Prior to joining jhh as a financial analyst, David was a senior political strategist and policy advisor for several members of U.S. Congress.
Jeffrey R. Hines, CFA
Jeff has more than thirty years of industry experience in all areas of bond management and trading.
Jon Gauthier, CFP®, APMA®, CRPC®
Over the last decade, Jon has worked for large brokerage firms providing comprehensive financial planning and investment services.