Jean HaasCRD 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.
Leonard Investment Advisors Inc.
Plan Group Financial, Inc.
|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|
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
Total Assets Under Management542MILLIONS
Total Number of Accounts347ACCOUNTS
Average Account Value$1,562,300
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CO, LA, NM, OK, TX
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