Jason Hall, financial advisor Evansville IN

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 15 years of experience in the finance industry.

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Donaldson Capital Management LLC
Company Name Location Dates Years
Donaldson Capital Management Atlanta, GA Nov 2014 - Current 9
Td Ameritrade Alpharetta, GA Oct 2010 - Oct 2014 4
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
    2,677
    MILLIONS
  • Total Number of Accounts
    1,716
    ACCOUNTS
  • Average Account Value
    $1,560,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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