Jeffery Hattaway, financial advisor Monticello GA
90 score

Jeffery Hattaway

CRD Number: 6046067
Current Firm: Edward Jones

Jeffery Hattaway (CRD# 6046067) is an Investment Advisor Representative working at Edward Jones in Monticello, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2012 - Current 4
Hattaway Financial Griffin, GA Aug 2011 - Mar 2012 < 1
Griffin Spalding County Publice Schools Griffin, GA Sep 2011 - Nov 2011 < 1
Beeland Financial Group Milner, GA Sep 2010 - Aug 2011 < 1
The Oglethorpe County Public School District Lexington, GA Mar 2009 - Jun 2010 1
Pike County Publice Schools Zebulon, GA Jun 2003 - Dec 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Jeffery H. Hattaway
Phone Number: 314-515-2000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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