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Who We Are

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jhh wealth, llc is a financial services company based in Greenville, SC that provides cost-effective yet unique strategies to protect and grow your wealth. Through direct access to the firm’s partners, , 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 has worked closely with clients of JHH on asset management and financial planning since 2019. David also supports Colarion, LLC, an SEC registered investment advisor focused on companies in the financial sector as an analyst. In this role, he also supports and is a partner of the Mint Financial Sector Fund, LP, an alternative investment fund that invests in financial sector companies. 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. He also served as press secretary and policy director for a U.S. Senate campaign. David is a graduate of Wofford College.

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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

(864) 584-7686

jhh wealth, llc

330 E. Coffee St. Suite 4011
Greenville, SC 29601

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Investment advisory services offered through Colarion LLC, an SEC registered investment advisor. Registration is not an endorsement of the firm by securities regulators. Further information about the firm and investment professionals can be found at www.adviserinfo.sec.gov.

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