Investment adviser representative · Worth Asset Management
John D. Hale
CRD 5007306 · Waxahachie, TX
At a glance
John D. Hale is an investment adviser representative with Worth Asset Management in Waxahachie, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on John’s SEC record dates to 2005, about 20 years ago.
Current advisory firm
- Worth Asset ManagementSince January 2014Waxahachie, TX · $288M in regulatory assets
SEC adviser record
- Registered since
- 2005 (20 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
John’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.