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Michael Jeffrey Hathaway

EPSILON FINANCIAL GROUP, INC.·FAIRFIELD, California
SIE, Series 7, Series 63, Series 66Clean record8 years registeredEPSILON FINANCIAL GROUP, INC.
2801 WATERMAN BLVD., SUITE 250, FAIRFIELD, CA 94534CRD# 2945759Firm CRD# 111990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Jeffrey Hathaway · FAIRFIELD, CA
Registration
CRD #2945759 · EPSILON FINANCIAL GROUP, INC. · 8 years registered
Brand Profile
Not yet started
01

Career History

EPSILON FINANCIAL GROUP, INC.
Jan 2020 – present
PRUDENTIAL FINANCIAL PLANNING SERVICES
May 2018 – Aug 2018
SAN JOSE, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · May 21, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EPSILON FINANCIAL GROUP, INC.
CRD 111990 · SEC 801-62454
AUM
$559M
Regulatory assets under management
Employees
8
495 client accounts
Services offered by EPSILON FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EPSILON FINANCIAL GROUP, INC. →
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05

Frequently Asked Questions

What services does Michael Jeffrey Hathaway offer?
Michael Jeffrey Hathaway specializes in Financial Planning, Investment Management. Contact their office in FAIRFIELD, California for a consultation.
What are Michael Jeffrey Hathaway's credentials?
Michael Jeffrey Hathaway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Jeffrey Hathaway located?
Michael Jeffrey Hathaway is based in FAIRFIELD, California, working with EPSILON FINANCIAL GROUP, INC.. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Michael Jeffrey Hathaway charge for services?
Michael Jeffrey Hathaway's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EPSILON FINANCIAL GROUP, INC.?
EPSILON FINANCIAL GROUP, INC. has approximately 8 employees and manages $559M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EPSILON FINANCIAL GROUP, INC.

Mark Scott Sievers
FAIRFIELD, CA
Lowell Craig Gossell
FAIRFIELD, CA
Dennis Pete Park
FAIRFIELD, CA
Leo Frank Martinez
FAIRFIELD, CA
Peter A.c. Mattei
FAIRFIELD, CA

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