Jean Haas, financial advisor Oklahoma City OK

Jean Haas

CRD Number: 5904783
Current Firm: Phillips Capital Advisors, Inc.

Jean Haas (CRD# 5904783) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
T.s. Phillips Investments, Inc. Oklahoma City, Ok, OK Jul 2019 - Current 3
Unemployed Oklahoma City, OK Apr 2019 - Jul 2019 < 1
Lpl Financial, LLC Edmond, OK Jul 2017 - Apr 2019 1
Shaw Financial Services Inc. Edmond, OK May 2017 - Apr 2019 1
Axa Advisors, LLC New York, NY Mar 2014 - Apr 2017 3
Horace Mann Springfield, IL Apr 2013 - Feb 2014 < 1
Horace Mann Investors, Inc. Springfield, IL Apr 2013 - Feb 2014 < 1
Unemployed Jones, OK Jan 2013 - Mar 2013 < 1
Haas Construction Services Jones, OK Jan 2011 - Jan 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Jul 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jean S. Haas
Phone Number: 405-943-9433
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    542
    MILLIONS
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $1,562,300
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, LA, NM, OK, TX

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