JH ADVISORS

1564 Commercial St. Se
Salem, Oregon 97302
Tel: 503.391.1040

About JH ADVISORS

JH ADVISORS, formally registered with the SEC as JH ADVISORS. The firm was established in 05/25/2018. They have over 1 offices throughout the country.

JH ADVISORS is a Salem, Oregon based Financial Planning firm with nearly $171,753,824 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139587
SEC#	801-113286
Assets Managed by Firm	$171,753,824
No. of Clients	391
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	391	$171,753,824
Individuals (other than high net worth individuals)	70	$21,231,439
High net worth individuals	50	$125,442,963
Pension and profit sharing plans	15	$22,164,823
Charitable organizations	1	$2,602,895
Corporations or other businesses	2	$311,704

More Retirement Planning firms in Salem, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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