JH
JH

John Hastings

13 Years of Experience
Tulsa, OK

John Hastings is a registered investment advisor at Jackson Hole Capital Partners, LLC, based in Tulsa, OK, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 137 clients with $970M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
137 clients
Average Client Portfolio
$7.1M average
Assets Under Management
$967.5M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Investment management fee schedule ranges from 0.25% to 1.00% depending upon the services and investment mandate for that individual client. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

110 North Elgin Avenue, Suite 510, Tulsa, OK, 74120

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Jackson Hole Capital Partners, LLC
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Financial Solutions, INC.
July 2013 - December 2016 · 3 yrs 5 mos
Capital Advisors, INC.
May 2012 - June 2013 · 1 yr 1 mo
State Registrations2 states
OKTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.