Jae
Ha

Commonwealth Financial Network

CRD#4396632
Investment Advisor
in Oak Brook, IL

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About this Advisor

Jae Ha is a financial advisor based in Oak Brook, Illinois, working with Commonwealth Financial Network. Jae has previously held positions at Commonwealth Financial Network and Chicago Oakbrook Financial Group. Jae has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Jae is part of Commonwealth Financial Network, which operates out of Oak Brook, Illinois. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

903 Commerce Drive Suite 300
Oak Brook, IL 60523

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

IL Average: $16,012,751,954
Total Number of Employees

4,500

IL Average: 118
Total Number of Accounts

623,075

IL Average: 4,567
Average Account Size

$284,126

IL Average: $3,506,186

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

Jae Ha Work History

2007 - Present (17 years)

Commonwealth Financial Network

2007 - Present (17 years)

Chicago Oakbrook Financial Group

Disclosures

Please visit the SEC profile of Jae Ha 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 Commonwealth Financial Network

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
Eli Wynes
Iowa City, IA
Danielle Auriemma
San Diego, CA
Michael Williams
Dallas, TX
Shelley Teskey
Dallas, TX
Roan Sullivan
Old Saybrook, CT
Luke Schroeder
Tempe, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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