JH
Justin D. Hathaway
EPI FINANCIAL GROUP
Troy, MI 48098-2809
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CRD#: 7384879
JH
Professional summary
Justin Dale Hathaway is a registered financial advisor currently at EPI FINANCIAL GROUP located in Troy, Michigan.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Justin has worked at 1 firm 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.
(1) EPI GROUP, LLC; INV RELATED; TROY, MI; ESTATE PLAN COORDINATOR/INSURANCE AGENT; INSURANCE SALES AND SERVICES; START 01/2020; 160 HRS PER MONTH/160 HRS DURING SECURITIES HOURS. (2) EPI PROTECTION, LLC; INV RELATED; TROY, MI; INSURANCE AGENT; INSURANCE SALES AND SERVICES; START 01/2020; 160 HRS MONTH/ 160 HRS DURING SECURITIES HOURS. (3) NOT ANOTHER TCG LLC; NO; MANTON, MI; BUYING AND SELLING OF COLECTIBLES; OWNER; 05/2025; 5/ HRS MO; 0/ HRS MO; PURCHASING AND SELLING OF ANTIQUES AND COLLECTIBLES
CRS (Client Relationship Summary) - RIA
Click below to view Justin Dale Hathaway'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®
NoneExperience
Current
May 28, 2021 - Present
EPI FINANCIAL GROUP
Office #1: 5700 Crooks Rd. Suite 340, Troy, MI 48098-2809RIA
CRD#: 174160
Troy, MI
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
Michigan(1/30/2025)
IAR
Texas(8/15/2023)
Current Firm
EF
EPI FINANCIAL GROUP
EPI ADVISORS, LLC | EPI FINANCIAL GROUP LLC | EPI FINANCIAL GROUP
CRD#: 174160 / SEC#:
Florida
Registered Investment Advisory firm - (4/11/2019 Approved)Louisiana
Registered Investment Advisory firm - (4/4/2024 Approved)Michigan
Registered Investment Advisory firm - (1/27/2015 Approved)Ohio
Registered Investment Advisory firm - (6/18/2019 Approved)Tennessee
Registered Investment Advisory firm - (10/4/2021 Approved)Texas
Registered Investment Advisory firm - (8/6/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5700 Crooks Rd. Suite 340, Troy, MI 48098-2809
Mailing Address
Phone number
(248) 281-1500
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 6,855,452 |
Red Flags
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