Jason Hall, financial advisor Evansville IN
93 score

Jason Hall

CRD Number: 5519206
Current Firm: Donaldson Capital Management LLC

Jason Hall (CRD# 5519206) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Donaldson Capital Management Atlanta, GA Nov 2014 - Current 2
Td Ameritrade Alpharetta, GA Oct 2010 - Oct 2014 4
4g Private Equity Dallas, TX Nov 2009 - Oct 2010 < 1
King Consolidated Dallas, TX Jun 2009 - Nov 2009 < 1
Jp Turner & Company LLC Atlanta, GA Apr 2008 - Jun 2009 1
Atlanta Spirit Atlanta, GA Oct 2006 - Jun 2009 2
Smoke Rise Co Stone Mountain, GA Mar 2003 - Apr 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Jason M. Hall
Phone Number: 812-421-3211
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,056
    MILLIONS
  • Total Number of Accounts
    2,451
    ACCOUNTS
  • Average Account Value
    $430,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, FL, GA, IA, IL, IN, KY, MI, MO, NC, OH, PA, SC, TN, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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