James Wesley Havens
Investment adviser representative at Lathrop Investment Management Company
25 yearsExperience
2 statesRegistered in
$1BFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Lathrop Investment Management CorporationJun 2001 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Lathrop Investment Management Company
$1BAssets managed
235Clients
3Advisers
1 yearIn 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
- 4527207
- Firm CRD
- 334458