James
Reynolds
Hfm Wealth Management
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About this Advisor
James Reynolds is a certified financial planner and chartered financial analyst who works in Hartford, Connecticut with a total of 3 years of relevant experience. Reynolds currently works for Hfm Wealth Management. Throughout their career, Reynolds has worked at Nfp Securities, Inc, Kestra Financial Services, Inc, Ganim Financial, Gfs Wealth Management Advisors Inc Dba Ganim Financial, Ct Zoological Society, Thrive Bridgeport and Hartford Financial Management Inc, Dba Hfm Wealth Management. Reynolds maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Connecticut. Hfm Wealth Management is a company that has its headquarters in Hartford, CT. It controls $716 million in assets across its 197 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to 12 charities and foundations. Of its 197 accounts, just 9% belong to high-net-worth investors who have greater than $1 million in investable assets. The company provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules usually depend on which services are provided. Fees billed by Hfm Wealth Management can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hfm Wealth Management Brokerage Details
$715,720,593
10
197
$3,633,099
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Reynolds Work History
James has been registered as a financial advisor for 3 years.*
Hartford Financial Management Inc, Dba Hfm Wealth Management
Gfs Wealth Management Advisors Inc Dba Ganim Financial
Ct Zoological Society
Thrive Bridgeport
Kestra Financial Services, Inc
Nfp Securities, Inc
Ganim Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Reynolds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hfm Wealth Management
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
Hartford, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
