John David Hale
Investment adviser representative at Worth Asset Management
20 yearsExperience
1 stateRegistered in
$288.2MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Worth Asset ManagementJan 2014 to now
- Hale Brokerage, LLCFeb 2009 to now
- The Hale Law Firm, P.C.Aug 2006 to now
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Worth Asset Management
Legal name: Worth Asset Management, LLC
$288.2MAssets managed
333Clients
10Advisers
5 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
- 5007306
- Firm CRD
- 166970