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Justin Dale Hathaway

EPI Financial Group

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About Justin Dale Hathaway

Justin Hathaway is an investment advisor representative at EPI Financial Group, a firm located in Troy, Michigan. Justin is a registered investment advisor in Michigan and Texas. Justin has been in the securities industry since July 2017. Justin also works as an estate plan coordinator and insurance agent for EPI GROUP, LLC and EPI PROTECTION, LLC. Justin has passed the Series 65 exam. Justin is a specialist in financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Justin Hathaway is currently registered with EPI Financial Group. EPI Financial Group is an investment advisor located in New Jersey. They provide financial planning, selection of other advisers, and portfolio management for individuals. The firm has 6 licensed agents and 6 investment adviser representatives and manages approximately $6.85 million in assets for 87 individual clients.

$6.86M

Assets Under Management

502

Total Clients

4

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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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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other

Referral fees

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Justin Hathaway’s Registration & Firm History

MI

08/15/2023 - Present

EPI Financial Group (TROY MI)

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Licenses & Designations

IA

Issued 05/18/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Dale Hathaway.
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