Unclaimed Profile

John Hannum Donaldson

HAVERFORD FINANCIAL SERVICES, INC.·RADNOR, Pennsylvania

Series 5, Series 7, Series 63, Series 65Clean record35 years registeredHAVERFORD FINANCIAL SERVICES, INC.

THREE RADNOR CORPORATE CENTER, RADNOR, PA 19087-4546CRD# 721216Firm CRD# 130007

Profile Verification

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

Identity

John Hannum Donaldson · RADNOR, PA

Registration

CRD #721216 · HAVERFORD FINANCIAL SERVICES, INC. · 35 years registered

Brand Profile

Not yet started

Career History

HAVERFORD FINANCIAL SERVICES, INC.

Sep 2008 – present

1838 INVESTMENT ADVISORS,LP

Jul 2004 – Jan 2005

KING OF PRUSSIA, PA

KOP MANAGEMENT,LLC

Feb 1991 – Jul 2004

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · February 19, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAVERFORD FINANCIAL SERVICES, INC.

CRD 130007 · SEC 801-62759

AUM

$347M

Regulatory assets under management

Employees

30 client accounts

Services offered by HAVERFORD FINANCIAL SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at HAVERFORD FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does John Hannum Donaldson offer?

John Hannum Donaldson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RADNOR, Pennsylvania for a consultation.

What are John Hannum Donaldson's credentials?

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

Where is John Hannum Donaldson located?

John Hannum Donaldson is based in RADNOR, Pennsylvania, working with HAVERFORD FINANCIAL SERVICES, INC.. Their office serves clients in the RADNOR metropolitan area and surrounding communities.

How does John Hannum Donaldson charge for services?

John Hannum Donaldson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HAVERFORD FINANCIAL SERVICES, INC.?

HAVERFORD FINANCIAL SERVICES, INC. has approximately 45 employees and manages $347M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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