Advisors at this firm
Samuel H
Series 63, Series 65
Mountain Brook, AL
Colarion
Samuel Haskell is a financial advisor with Colarion LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Sterne Agee & Leach, Inc., TLT Group, LLC, and Ewing Asset Management, LLC. Outside of his advisory work, he is a principal of Sipco LLC, a real estate investment firm, serves on the boards of CommerceOne Bank and Janover, Inc., and is CIO and partial owner of jhh wealth, LLC. Colarion provides discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, and estates, primarily through ongoing portfolio management and financial planning. The firm employs a combined fundamental and technical analysis approach with an emphasis on equity and options strategies, tailoring portfolios to individual objectives and risk tolerances.
David J
CFP®, Series 66
Greenville, SC
Colarion
David Jackson is a CFP® with six years of industry experience, currently serving as an advisor at Colarion. He has previously worked at Allen C. Ewing & Co. and is a partner at jhh wealth, LLC. Jackson also has experience in political and public service roles, including work with the US House of Representatives and a Senate campaign. Colarion provides discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, and estates, focusing on tailored portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis and offers investment strategies that include equity, options, short sales, and hedging.
Jon G
CFP®, Series 66
Greenville, SC
Colarion
Jon Gauthier is a CFP® professional with 18 years of industry experience, currently serving at Colarion LLC since 2023. His prior roles include positions at jhh wealth, LLC, Allen C. Ewing & Co., and Ameriprise Financial. He is the author of a book on faith titled "Embracing Goodness," published at the request of his pastor for sharing with his parish community. Colarion provides discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, and estates, focusing on tailored portfolio management and financial planning. The firm’s investment approach combines fundamental and technical analysis with discretion, typically emphasizing equity and options strategies.
