Jeffery
Hattaway

Aegis Capital Corp

CRD#6046067
Investment Advisor
in Griffin, GA

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About this Advisor

Jeffery Hattaway is a financial advisor based in Griffin, Georgia, working with Aegis Capital Corp. Jeffery has previously held positions at Edward Jones, Ameriprise Financial Services Inc, and Aegis Capital Corp. Jeffery has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Jeffery is part of Aegis Capital Corp, which operates out of Griffin, Georgia. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Griffin, GA

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Aegis Capital Corp Brokerage Details

Total Assets Under Management

$1,282,090,691

GA Average: $7,464,549,021
Total Number of Employees

257

GA Average: 88
Total Number of Accounts

2,479

GA Average: 3,892
Average Account Size

$517,181

GA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jeffery Hattaway Work History

2023 - Present (2 years)

Aegis Capital Corp

2018 - 2023 (5 years)

Ameriprise Financial Services Inc

2012 - 2018 (6 years)

Edward Jones

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jeffery Hattaway to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aegis Capital Corp

James Wright
New York, NY
Samuel Tenzer
Hillsdale, NJ
Charles Rosen
Northbrook, IL
Glenn Glazer
New York, NY
Joseph Yi
Melville, NY
Zachary Nedell
Westport, CT
Dilnaman Sachdeva
New York, NY
Michael Kissi
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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