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 communication with senior account managers, best-in-class investment products, and exceptional service, jhh brings a broad range of investment solutions for wealth.
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.
Chief Compliance Officer
Jon Gauthier, CFP®, APMA®, CRPC®
Over the last decade, Jon has worked for large brokerage firms providing comprehensive financial planning and investment services.