James Dennis Hallett
Investment adviser representative at Hallett Advisors
22 yearsExperience
2 statesRegistered in
$157.9MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Hallett AdvisorsOct 2019 to now
- Hallett & AssociatesJan 2004 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Hallett Advisors
Legal name: Hallett Investments, LLC
$157.9MAssets managed
307Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1693123
- Firm CRD
- 306187