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John Hall

Advisor at JW Hall Financial LLC

Updated today
JW Hall Financial LLC logo

Firm

JW Hall Financial LLC

Location

San Antonio, TX 78258

Credentials

Series 66

Industry experience

1 year

About

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.

Client services

Based on JW Hall Financial LLC

Financial planning Portfolio management

Expertise

Based on JW Hall Financial LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Fee options

Percentage

$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%

Other

Fee-only: Fee-only firm; compensated solely by clients' advisory fees with no commissions or sales-related compensation

Location

18756 Stone Oak Pkwy, Ste 200

San Antonio, TX 78258

Most active in

Louisiana · Texas

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner
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Kyle M

CFP®, Series 66

San Antonio, TX

Kapela

Passive / index investing Active portfolio management
user avatar

John C

CFP®, Series 63

San Antonio, TX

Carr Consulting P.A.

Active portfolio management Options & derivatives strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner
user avatar

Scott P

Series 63, Series 65

San Antonio, TX

Trellisent Investments

Wealth management Real estate investing Retired
user avatar

Rodrigo D

Series 65, Series 66

San Antonio, TX

Praestantia Capital, LLC

Options & derivatives strategies Real estate investing Charitable giving & philanthropy Founder/Business Owner

Douglas R

CFP®

Fair Oaks Ranch, TX

Fair Oaks Financial LLC

Fair Oaks Financial LLC was founded in 2020 and began operations in 2021 amid the COVID-19 Virus era. Many changes were taking place and people were reevaluating their lives in the face of the pandemic. Suddenly life took on different priorities and meaning and one did not know if they would be affected and to what extent. This brought to attention many overlooked items, that people were waiting to get around to, and brought them to the forefront. Questions like "if something were to happen to me, am I prepared?" My goal is to help you prepare for an uncertain future. There are many things that can be done to reduce anxiety in these stressful times. As a Fiduciary Advisor, I will be working with you to develop a plan that is customized to address your needs and desires. Being a Fiduciary means acting in your best interest. I enjoy helping people make sense of a complex set of choices, objectively weighing the pros and cons, and making informed decisions consistent with their long-term goals. I have been working in the investment business for more than 25 years. I have seen complexity keep people from making the decisions needed to accomplish their goals. I enjoy helping explain things in a way that makes sense. Warren Buffet says "investing is simple, it's just not easy." Having a guide on your journey to help make decisions that will impact your future is not only important but essential. We all need objective advice, void of conflicts, to help us make wise decisions.

Wealth management General retirement planning Divorced Women Baby Boomers (Born 1946-1964)
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