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J.G.H•••••••• FINANCIAL SERVICES, LLC, CRD 289593
ALGONQUIN, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| N•••••• J•• K•••••• | n/a | West Dundee, IL | 8 | 19 | 2 | no |
| S••• M•••••• H•••••••• | n/a | ALGONQUIN, IL | 7 | 15 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| H•••••••• W••••• E••••••••• L•• | Owner | E | yes | 01/2023 | Mar 29, 2023 | Feb 28, 2024 |
| H••••••••• J••••• G••••• | MANAGING MEMBER | E | yes | 01/2023 | Sep 7, 2017 | Feb 28, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| LAKEWOOD RANCH | FL | United States | 2 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $536M | $412M | 30.3% | $274M | 25.1% | 7 | 5 | 1 | 1 |
| no |
| J•••• M••• | n/a | ALGONQUIN, IL | 5 | 13 | n/a | no |
| T••••• D••••• A••••••• | n/a | Lakewood Ranch, FL | ALGONQUIN, IL | 1 | 10 | n/a | no |
| D••••• J•••• L•••••• | n/a | ALGONQUIN, IL | 0 | 10 | n/a | no |
| J•••• G••••• H•••••••• | Certified Financial Planner | West Dundee, IL | 0 | 24 | 5 | no |
| MANAGING MEMBER |
| Na |
| no |
| 10/2017 |
| Sep 7, 2017 |
| Feb 28, 2024 |
| H••••••••• S•••• M•••••• | CHIEF COMPLIANCE OFFICER | Na | no | 08/2019 | Sep 30, 2019 | Feb 28, 2024 |
| $536M |
| $532M |
| 7 |
| 6 |
| 1 |
| n/a |
| n/a |
| 2024 | Mar 19, 2025 | $412M | $407M | 5 | 4 | 1 | n/a | n/a |
| 2023 | Feb 28, 2024 | $352M | $343M | 5 | 4 | 2 | n/a | n/a |
| 2022 | Mar 29, 2023 | $274M | $268M | 5 | 5 | 2 | n/a | n/a |
| 2021 | Mar 30, 2022 | $332M | $325M | 4 | 4 | 1 | n/a | n/a |
| 2020 | Mar 23, 2021 | $267M | $262M | 3 | 3 | 1 | n/a | n/a |
| 2019 | Mar 16, 2020 | $208M | $202M | 3 | 2 | 1 | n/a | n/a |
| 2018 | Mar 28, 2019 | $141M | $137M | 2 | 2 | 2 | n/a | n/a |
| 2017 | Jan 17, 2018 | $127M | $127M | 2 | 2 | 1 | n/a | n/a |