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Christopher Jude Haydel

Equanimity Financial Partners

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About Christopher Jude Haydel

Christopher Haydel is a financial advisor with Equanimity Financial Partners. Christopher has over 30 years of experience in the financial services industry. Christopher is a Registered Investment Advisor (RIA) in California, Louisiana, and Texas. Christopher is also a Series 7, Series 24, and Series 63 licensed professional. Christopher provides financial planning and portfolio management advice to individual and institutional clients.

Firm Information

Christopher Haydel is currently registered with Equanimity Financial Partners. Equanimity Financial Partners is an investment advisor registered with the SEC. They provide financial planning, pension consulting, and portfolio management for individuals and businesses. Their main office is located in PASADENA, CA, and they have 1 licensed agent, 2 investment adviser representatives, and manage approximately $147,740,000 in assets.
Equanimity Financial Partners

100 CORSON STREET

PASADENA, CA 91103

$147.74M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Haydel’s Registration & Firm History

CA

01/04/2010 - Present

Equanimity Financial Partners (PASADENA CA)

CA

01/03/2014 - 06/30/2017

ARETE WEALTH MANAGEMENT, LLC (PASADENA CA)

CA

02/04/2010 - 01/06/2012

MUTUAL SECURITIES, INC. (PASADENA CA)

CA

08/12/1991 - 12/22/2009

AMERIPRISE FINANCIAL SERVICES, INC. (PASADENA CA)

MN

08/12/1991 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/15/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2011

Series 24 - General Securities Principal Examination

BC

Issued 06/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Christopher Jude Haydel. Review regulatory record here.
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