Adviser and broker representative · Pts Brokerage, LLC
Jeffrey S. Hahn
CRD 1659372 · Mount Laurel, NJ
At a glance
Jeffrey S. Hahn is an investment adviser representative with Pts Brokerage, LLC in Mount Laurel, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2006, about 20 years ago. Jeffrey is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Pts Brokerage, LLCSince April 2017Mount Laurel, NJ · $132M in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.