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JH

Jason Scott Haney

CRD# 4333126·Registered 2001 - 2020
Previously Registered: Being a previously registered professional could mean that Jason is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jason Scott Haney, who also goes by Jason Haney, was a registered financial advisor. Jason was a previously registered financial professional and started their career in finance 2001 - 2020. Jason had worked at 2 firms and has passed the Series 66, Series 63, Series 7, Series 6, Series 10 and Series 9 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jason Haney

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

25 years in the financial services industry

Current & Past Employments

JSH ADVISORY, LLC·CRD# 155829
RIA
Newnan, GA
December 13, 2010 - December 31, 2020
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Atlanta, GA
January 16, 2007 - December 3, 2010
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Atlanta, GA
February 21, 2001 - December 3, 2010

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Current Firm

JA
JSH ADVISORY, LLC

JSH ADVISORY CORP. | JSH ADVISORY, LLC

CRD#: 155829

Contact Information

Main Address

Newnan, GA

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2001About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Oct 2005About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2001About the Series 6 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Nov 2007About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Nov 2007About the Series 9 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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