John H. Donaldson

HAVERFORD FINANCIAL SERVICES

Radnor, PA 19087-4546

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CRD#: 721216

Professional summary

John Hannum Donaldson, CFA is a registered financial advisor currently at HAVERFORD FINANCIAL SERVICES, INC. located in Radnor, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. John has worked at 4 firms and has passed the Series 65, Series 63, Series 5 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Hannum Donaldson'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®

CFA

Chartered Financial Analyst

Experience

Current

September 18, 2008 - Present

HAVERFORD FINANCIAL SERVICES, INC.

Office #1: Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4546

RIA

CRD#: 130007

Radnor, PA

Past

July 5, 2004 - January 19, 2005

1838 INVESTMENT ADVISORS,LP

RIA

CRD#: 128209

KING OF PRUSSIA, PA

Past

February 19, 1991 - July 12, 2004

KOP MANAGEMENT,LLC

RIA

CRD#: 108570

KING OF PRUSSIA, PA

Past

December 22, 1980 - September 14, 1988

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

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".

HAVERFORD FINANCIAL SERVICES, INC.

CRD#: 130007 / SEC#: 801-62759

RIA

Registered Investment Advisory firm - (2/12/2004 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

Pennsylvania
(9/18/2008)

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

IAR

Series 65

Date: 5/24/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/9/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 5

Date: 12/21/1983

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 12/20/1980

General Securities Representative Examination

Current Firm

HAVERFORD FINANCIAL SERVICES, INC.

CRD#: 130007 / SEC#: 801-62759

RIA

Registered Investment Advisory firm - (2/12/2004 Approved)

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Contact information

Main Address

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4546

Mailing Address

Phone number

(610) 995-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HFS FORM ADV PART 2A - 2025-03 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 341,907,816

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

John H. Donaldson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Hannum Donaldson's CRS (Customer Relationship Summary).

Certified licenses

Experience

1838 INVESTMENT ADVISORS,LP

KOP MANAGEMENT,LLC

DREXEL BURNHAM LAMBERT INCORPORATED

Primary Firm SEC Registration

HAVERFORD FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/1993

Series 63

Date: 3/9/1981

Series 5

Date: 12/21/1983

Series 7

Date: 12/20/1980

Current Firm

HAVERFORD FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HAVERFORD FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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