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JH

John M. Hart

HAYES HART CPA'S WEALTH MANAGEMENT
CORONADO, CA 92118
Some features on this profile are disabled
CRD#: 7054518
JH

Professional summary

John M Hart is a registered financial advisor currently at HAYES HART CPA'S WEALTH MANAGEMENT, INC located in Coronado, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 2 firms and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John M Hart'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

May 10, 2019 - Present

HAYES HART CPA'S WEALTH MANAGEMENT, INC

Office #1: 1001 B Avenue, Suite 211, Coronado, CA 92118
RIA
CRD#: 300030
CORONADO, CA
Past

February 4, 2019 - February 14, 2020

HAYES & ASSOCIATES ACCOUNTANCY CORP

RIA
CRD#: 108064
CORONADO, CA

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
(5/10/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/5/2018
Uniform Investment Adviser Law Examination

Current Firm

HH
HAYES HART CPA'S WEALTH MANAGEMENT, INC
HAYES HART CPA'S WEALTH MANAGEMENT, INC

CRD#: 300030 / SEC#:

California
Registered Investment Advisory firm - (5/10/2019 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1001 B Avenue, Suite 211, Coronado, CA 92118
Mailing Address
Phone number
(619) 435-4195
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts38
AUM (Assets Under Management)$ 45,706,197

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

HAYES HART CPA'S WEALTH MANAGEMENT, INC

CRD#: 300030Coronado, CA 92118

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