Jeffrey Karns, financial advisor Canonsburg PA

Jeffrey Karns

CRD Number: 5151328
Current Firm: H Financial Management

Jeffrey Karns (CRD# 5151328) is an Investment Advisor Representative working at H Financial Management in Canonsburg, PA and has over 16 years of experience in the finance industry.

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Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA May 2012 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Jeffrey A. Karns
Phone Number: 724-745-9406
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    388
    MILLIONS
  • Total Number of Accounts
    1,445
    ACCOUNTS
  • Average Account Value
    $268,570
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, LA, NC, NH, NY, OH, PA, SC, TX, VA, WV

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