John Hathaway, financial advisor San Jose CA

John Hathaway

CRD Number: 7006807
Current Firm: Hathaway Financial LLC

John Hathaway (CRD# 7006807) is an Investment Advisor Representative working at Hathaway Financial LLC in San Jose, CA and has over 5 years of experience in the finance industry.

Similar Advisors
William Browne, financial advisor San Jose CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor San Jose CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
David Dabora, financial advisor San Jose CA
David M. Dabora
CRD# 2626420
Alpha Blue Capital
Company Name Location Dates Years
Hathaway Financial LLC San Jose, CA May 2018 - Current 5
N/a San Jose, CA Mar 2018 - Current 6
Netflix Los Gatos, CA Jun 2012 - Mar 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2018
Contact Info for John Hathaway
Phone Number: 971-409-4180
Registered State(s):
  • CA
Current Firm Details
Hathaway Financial LLC
Firm's CRD Number: 298378
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $253,330
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.