JH
JH

John Haskett

5 Years of Experience
Waco, TX
Broker

John Haskett is a registered investment advisor at Morgan Stanley, based in Waco, TX, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

510 Austin Avenue, Suite. 314, Waco, TX, 76701

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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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Other Business Activities

John is the General Partner/Managing Member and Owner of JCH Texas, LLC, formed in 2023 to purchase real estate and make passive investments. He spends minimal time on this activity.

Employment History
Current Registrations
Morgan StanleyBroker
July 2025 - Present · 10 mos
Morgan Stanley
July 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2023 - July 2025 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2023 - July 2025 · 2 yrs 4 mos
Bofa Securities, INC.Broker
August 2022 - April 2023 · 8 mos
UBS Financial Services INC.
October 2017 - June 2019 · 1 yr 8 mos
UBS Financial Services INC.Broker
September 2017 - June 2019 · 1 yr 9 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Haskett - Financial Advisor | TrueAdvisor