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John Hannum Donaldson

Haverford Financial Services, Inc.

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About John Hannum Donaldson

John Donaldson is an Investment Advisor Representative with Haverford Financial Services, Inc.. John has been with the firm since August 2008. John is also a Chartered Financial Analyst. John has been registered with the Securities and Exchange Commission since 2008. Prior to joining Haverford Financial Services, Inc., John worked at Drexel Burnham Lambert Incorporated. John has passed the Series 65, Series 63, Series 5 and Series 7 exams. John is registered in Pennsylvania.

Firm Information

John Donaldson is currently registered with Haverford Financial Services, Inc.. Haverford Financial Services, Inc. is an investment advisor with 25 investment advisory professionals. Located in RADNOR, PA, the firm manages approximately $346,895,270 in regulatory assets under management. The firm offers portfolio management for individuals, businesses, and investment companies. They also provide model portfolios to third parties. The firm serves corporations, individuals, insurance companies, charitable organizations, and investment companies. Haverford Financial Services, Inc. is a registered investment advisor and is required to file Form ADV with the SEC. The firm has been operating since 1990.
Haverford Financial Services, Inc.

THREE RADNOR CORPORATE CENTER

RADNOR, PA 19087-4546

$346.90M

Assets Under Management

Not reported

Total Clients

15

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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hfs may provide model portfolios to third parties

Hfs may provide model portfolios to third parties

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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percentage of assets

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

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John Donaldson’s Registration & Firm History

PA

09/18/2008 - Present

Haverford Financial Services, Inc. (RADNOR PA)

NA

12/22/1980 - 09/14/1988

DREXEL BURNHAM LAMBERT INCORPORATED

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Licenses & Designations

IA

Issued 05/24/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/1983

Series 5 - Interest Rate Options Examination

BC

Issued 12/20/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Hannum Donaldson.
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