John Hall
Advisor at JW Hall Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at JW Hall Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JW Hall Financial LLC
Location
San Antonio, TX 78258
Credentials
Series 66
Industry experience
1 year
John Hall is a financial advisor at JW Hall Financial LLC in San Antonio, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at J.P. Morgan Chase Securities LLC and Acadian Capital Group. Before entering the financial industry, he worked in the nutrition sector at Planet Nutrition. JW Hall Financial LLC is a fee-only registered investment adviser offering wealth management, discretionary and non-discretionary investment management, and financial planning to individuals, high-net-worth clients, and corporations. The firm employs a combination of modern portfolio theory, strategic asset allocation, and multiple analytical approaches, utilizing both passive and active investment vehicles.
Based on JW Hall Financial LLC
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Fee-only: Fee-only firm; compensated solely by clients' advisory fees with no commissions or sales-related compensation
18756 Stone Oak Pkwy, Ste 200
San Antonio, TX 78258
Louisiana · Texas
JW Hall Financial LLC
2025 - Present (1 year)
J.P. Morgan Chase Securities LLC
2024 - 2025 (1 year)
Acadian Capital Group
2022 - 2024 (2 years)
Planet Nutrition
2020 - 2022 (2 years)
Unemployed
2014 - 2020 (6 years)
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