James
Hasson

Western Wealth Management LLC

CRD#4691204
Investment Advisor
in Denver, CO
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About this Advisor

James Hasson is a certified financial planner who works out of Denver, Colorado, with a total of 15 years of financial industry experience. Hasson currently works for Western Wealth Management LLC. During their career, Hasson has held roles at Ameriprise Financial, Ids Life Insurance Company, Lpl Financial, LLC and Western Wealth Management, LLC. Hasson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Colorado and Texas. Western Wealth Management LLC is an advisory company that has its headquarters in Denver, Colorado. The firm has offices in 44 locations and a total of 72 advisors. It controls $1 billion in total assets among its 6,242 accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises 15 charities and foundations. Of its 6,242 client accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in assets. Western Wealth Management LLC provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically depend on which services are offered. However, fees charged by Western Wealth Management LLC likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7800 E. Union Ave Suite 450
Denver, CO 80237

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Western Wealth Management LLC Brokerage Details

Total Assets Under Management

$1,124,437,674

CO Average: $2,349,664,866
Total Number of Employees

73

CO Average: 28
Total Number of Accounts

6,566

CO Average: 1,101
Average Account Size

$171,252

CO Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

James Hasson Work History

James has 15 years of experience.

2016 - Present (3 years)

Western Wealth Management, LLC

2009 - Present (10 years)

Lpl Financial, LLC

2015 - 2016 (1 year)

Western Wealth Management, LLC

2003 - 2009 (6 years)

Ameriprise Financial

2003 - 2009 (6 years)

Ids Life Insurance Company

Disclosures

James Hasson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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