Unclaimed Profile

John Morris Hales

CROWELL, WEEDON & CO.·LOS ANGELES, California

SIE, Series 000, Series 1, Series 7TO, Series 41, Series 63, Series 66Clean record28 years registeredCROWELL, WEEDON & CO.

624 SO. GRAND AVE., SUITE 2510, LOS ANGELES, CA 90017CRD# 233868Firm CRD# 193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Morris Hales · LOS ANGELES, CA

Registration

CRD #233868 · CROWELL, WEEDON & CO. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CROWELL, WEEDON & CO.

D.A. DAVIDSON & CO.

Nov 2013 – Dec 2024

NEWPORT BEACH, CA

CROWELL WEEDON & CO.

Nov 2013 – Nov 2013

NEWPORT BEACH, CA

CROWELL, WEEDON & CO.

Jan 1998 – Nov 2013

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 000

Series 1

Series 7TO

Series 41

Series 63

Series 66

Registration record

First registered · January 20, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROWELL, WEEDON & CO.

CRD 193 · SEC 801-67246

AUM

$1.0B

Regulatory assets under management

Employees

150

2,936 client accounts

Services offered by CROWELL, WEEDON & CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CROWELL, WEEDON & CO. →

Introduction

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Frequently Asked Questions

What services does John Morris Hales offer?

John Morris Hales specializes in Financial Planning, Investment Management, Wealth Management.

What are John Morris Hales's credentials?

John Morris Hales is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Morris Hales located?

John Morris Hales is based in LOS ANGELES, California, last registered with CROWELL, WEEDON & CO..

How does John Morris Hales charge for services?

John Morris Hales's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROWELL, WEEDON & CO.?

CROWELL, WEEDON & CO. has approximately 150 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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