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JH

John T. Hassell

HASSELL WEALTH MANAGEMENT
Houma, LA 70360
Some features on this profile are disabled
CRD#: 1201471
JH

Professional summary


John Thomas Hassell, who also goes by Tom Hassell, is a registered financial advisor currently at HASSELL WEALTH MANAGEMENT located in Houma, Louisiana.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. John has worked at 4 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tom Hassell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Owner of Hassell Family Enterprises * Real Estate Rental * INV REL * 305 Navarro Drive, Gray, LA 70360 * Guest House listed as bed & breakfast, located at 305 Navarro Drive, Gray, LA 70359 * START 06/13/2013 * 2 HRS/MO; 0 HRS DURING SECS TRDG HRS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Thomas Hassell's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 15, 2018 - Present

HASSELL WEALTH MANAGEMENT

Office #1: 300 Lafayette Street Suite 200, Houma, LA 70360
RIA
CRD#: 297892
Houma, LA
Past

July 25, 2005 - December 20, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
HOUMA, LA
Past

July 21, 2005 - December 20, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
HOUMA, LA
Past

January 11, 1984 - August 3, 2005

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

November 30, 1983 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HW
HASSELL WEALTH MANAGEMENT
HASSELL WEALTH MANAGEMENT | HASSELL WEALTH MANAGEMENT, L.L.C.

CRD#: 297892 / SEC#: 801-114012

RIA
Registered Investment Advisory firm - (9/26/2018 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Louisiana
(11/15/2018)
IAR
Texas
(10/15/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 1/27/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 2/8/2010
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HW
HASSELL WEALTH MANAGEMENT
HASSELL WEALTH MANAGEMENT | HASSELL WEALTH MANAGEMENT, L.L.C.

CRD#: 297892 / SEC#: 801-114012

RIA
Registered Investment Advisory firm - (9/26/2018 Approved)
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Contact information


Main Address
300 Lafayette Street Suite 200, Houma, LA 70360
Mailing Address
Phone number
(985) 868-9881
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (4 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HASSELL WEALTH MGMT FORM ADV PART 2A BROCHURE (3/21/2025)

Regulatory assets under management


Total Number of Accounts1,161
AUM (Assets Under Management)$ 348,596,307

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HASSELL WEALTH MANAGEMENT

CRD#: 297892Houma, LA 70360

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