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Jonathan Halltipping

Crocketts LLC

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About Jonathan Halltipping

Jonathan Halltipping has been in the financial services industry since 1980. Jonathan is currently registered with Crocketts LLC, which is based in Reston, VA. Jonathan's prior experience includes working at Westbourne Investments, Inc., Money Management Advisory, Inc., First Potomac Investment Services, Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Jonathan is registered as an Investment Adviser Representative in Virginia. He is also a Series 63, 65, 24, 2, 3, and 7 licensed individual.

Firm Information

Jonathan Halltipping is currently registered with Crocketts LLC. Crocketts LLC is an investment advisor registered with the SEC. They have 1 investment advisor representative and manage approximately $7,368,700 in regulatory assets for 62 clients, all of whom are individuals other than high-net-worth individuals. The firm offers portfolio management for individuals and publishes periodicals.

$7.37M

Assets Under Management

Not reported

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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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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Jonathan Halltipping’s Registration & Firm History

VA

03/13/2006 - Present

Crocketts LLC (RESTON VA)

VA

12/22/1994 - 02/11/2004

WESTBOURNE INVESTMENTS, INC. (ARLINGTON VA)

PA

07/06/1993 - 11/11/1994

MONEY MANAGEMENT ADVISORY, INC. (FEASTERVILLE PA)

VA

09/13/1990 - 06/01/1993

FIRST POTOMAC INVESTMENT SERVICES, INC. (FALLS CHURCH VA)

NY

04/11/1988 - 08/10/1990

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

11/02/1981 - 04/11/1988

E. F. HUTTON & COMPANY INC

NA

01/19/1980 - 11/25/1981

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

IA

Issued 05/01/1990

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/08/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/1994

Series 24 - General Securities Principal Examination

BC

Issued 01/02/1991

Series 2 - Non-Member General Securities Examination

BC

Issued 01/26/1983

Series 3 - National Commodity Futures Examination

BC

Issued 01/19/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Halltipping.
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