Jason Hathaway (CRD# 5001545) is an Investment Advisor Representative working at Hathaway Capital Management, LLC in Newport Beach, CA and has over 9 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Wealth Advisors, LLC | Miami, FL | Oct 2023 - Current | < 1 |
| Pvp Management, LLC | Miami, FL | Apr 2023 - Current | 1 |
| Lcp, LLC | Miami, FL | Apr 2019 - Current | 5 |
| Hathaway Capital Management LLC | Newport Beach, CA | Jan 2018 - Current | 6 |
| Hightower Advisors, Llc Dba Legacy Wealth Advisors | Miami, FL | Apr 2019 - Sep 2023 | 4 |
| Innovative Construction Solutions, Inc. | Newport Beach, CA | Nov 2019 - Jan 2021 | 1 |
| Wca Securities, LLC | Palo Alto, CA | Aug 2015 - Dec 2018 | 3 |
| Williams Capital Advisors, LLC | Palo Alto, CA | May 2011 - Dec 2018 | 7 |
| Mht Midspan Securities, LP | Dallas, TX | Jan 2015 - Oct 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
| S63 | Uniform Securities State Law Examination | Mar 2015 |
- CA
- TX
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$643,593
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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