← Tributary

JH ADVISORS

SALEM, OR · CRD 139587 · IAPD ↗ · jhadvisors.com · 503.391.1040

$212.0MRegulatory AUM
4Advisory reps
4Employees
2Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2025 — JH ADVISORS grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.