# JH Advisors

> JH Advisors (iPhone/iPad app by Jamison Hanson Advisors LLC.)

- Source: https://appshunter.io/ios/app/jh-advisors/id6450838586 (this page in markdown: same URL + `.md`)
- Developer: [Jamison Hanson Advisors LLC](https://appshunter.io/developer/1695135825)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2023-07-02
- Data updated: 2026-07-22
- User reviews in markdown: https://appshunter.io/ios/app/jh-advisors/id6450838586/reviews.md

## What is JH Advisors?

This Mobile App allows you to view your current portfolio information, balances, statements, and other education materials.


## Version history (last 5 releases)

### 5.23.0 — 2026-07-19

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.16.0 — 2024-12-14

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

## Apps similar to JH Advisors

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [CBB Personal Mobile](https://appshunter.io/ios/app/cbb-personal-mobile/id1053190019) | 4.6 (49) | Free | Finance |
| [Corporations](https://appshunter.io/ios/app/corporations/id6450892077) | — | Free | Finance |
| [Mighty Market cryptocurrencies](https://appshunter.io/ios/app/mighty-market-cryptocurrencies/id1264756068) | 4.3 (3) | Free | Finance |
| [Coincrypt - Crypto Tracker](https://appshunter.io/ios/app/coincrypt-crypto-tracker/id1361893997) | 5.0 (4) | Free | Finance |
| [D-Money Partner](https://appshunter.io/ios/app/d-money-partner/id6654923894) | — | Free | Finance |
| [FlashSend Wallet](https://appshunter.io/ios/app/flashsend-wallet/id6446861546) | 4.0 (1) | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-22.*