Jonathan Halltipping, financial advisor Reston VA

Jonathan Halltipping

CRD Number: 703852
Current Firm: Crocketts LLC

Jonathan Halltipping (CRD# 703852) is an Investment Advisor Representative working at Crocketts LLC in Reston, VA and has over 44 years of experience in the finance industry.

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Company Name Location Dates Years
Crocketts LLC Rowayton, CT Dec 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1980
S65 NASAA Investment Advisors Law Examination May 1990
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jonathan Halltipping
Phone Number: 203-866-3300
Registered State(s):
  • VA
Current Firm Details
Crocketts LLC
Firm's CRD Number: 128670
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $118,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

VA

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