Donald J. Haskell

SANTA FE' WEALTH MANAGEMENT

San Diego, CA 92121

Some features on this profile are disabled

CRD#: 239370

Professional summary

Donald Jordan Haskell is a registered financial advisor currently at SANTA FE' WEALTH MANAGEMENT located in San Diego, California.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1974. Donald has worked at 10 firms and has passed the Series 63, Series 66, Series 65, SIE, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

//Life And Health Insurance licensed in California and various states//agent//Mr. Haskell spends approximately 20/hours month or 30% of his time on those activities.// //Licensed Real Estate Broker, State of California-//25% of his time on those activities. //Registered Representative and Managing Director for Xnergy. Xnergy Financial, Member FINRA/ SIPC, is an international investment banking firm Mr. Haskell spends approximately 20hrs/month on these activities.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Jordan Haskell's 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 31, 2008 - Present

SANTA FE' WEALTH MANAGEMENT

Office #1: 5755 Oberlin Drive Suite 301, San Diego, CA 92121

RIA

CRD#: 140810

San Diego, CA

Past

January 10, 2020 - July 1, 2025

XNERGY FINANCIAL LLC

CRD#: 144436

LOS ANGELES, CA

Past

April 11, 2011 - March 13, 2018

XNERGY FINANCIAL LLC

CRD#: 144436

San Diego, CA

Past

August 16, 2007 - October 25, 2007

CAPLINK SECURITIES, INC

CRD#: 130702

MANHATTAN BEACH, CA

Past

August 12, 2002 - December 31, 2004

FIRST MONTAUK SECURITIES CORP.

RIA

CRD#: 13755

CARDIFF BY THE SEA, CA

Past

June 21, 2001 - December 31, 2004

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

RED BANK, NJ

Past

March 7, 2001 - May 21, 2001

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

March 31, 1999 - March 9, 2001

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

November 7, 1989 - March 31, 1999

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

August 19, 1983 - November 7, 1989

VALUE EQUITIES CORPORATION

CRD#: 13316

Past

April 21, 1975 - July 23, 1984

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Past

April 23, 1974 - February 28, 1975

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

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

California
(10/31/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/4/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/27/2007

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/9/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/2007

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 4/20/1974

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/6/1985

General Securities Principal Examination

Current Firm

SANTA FE' WEALTH MANAGEMENT

HASKELL INSURANCE & REAL ESTATE SERVICES | SANTA FE' WEALTH MANAGEMENT, INC. | SANTA FE' WEALTH MANAGEMENT

CRD#: 140810 / SEC#:

California

Registered Investment Advisory firm - (10/31/2008 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5755 Oberlin Drive Suite 301, San Diego, CA 92121

Mailing Address

45525 Highway 79 South, Lot 327 Po Box 485, Aguanga, CA 92536

Phone number

(619) 977-5223

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 12,450,000

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.

Similar Advisors

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Donald J. Haskell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Jordan Haskell's CRS (Customer Relationship Summary).

Certified licenses

Experience

XNERGY FINANCIAL LLC

XNERGY FINANCIAL LLC

CAPLINK SECURITIES, INC

FIRST MONTAUK SECURITIES CORP.

FIRST MONTAUK SECURITIES CORP.

NATIONAL PLANNING CORPORATION

MUTUAL SERVICE CORPORATION

TITAN/VALUE EQUITIES GROUP, INC.

VALUE EQUITIES CORPORATION

PRINCIPAL SECURITIES, INC.

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/4/2011

Series 66

Date: 8/27/2007

Series 65

Date: 8/9/2002

SIE

Date: 3/13/2018

Series 7

Date: 7/27/2007

Series 1

Date: 4/20/1974

Series 24

Date: 5/6/1985

Current Firm

SANTA FE' WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SANTA FE' WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors