Joseph D. Hess
Investment adviser representative at Security Capital Management
17 yearsExperience
12 statesRegistered in
CFADesignation
$1.4BFirm assets
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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
- Pension consulting
Experience
17 years in the industry.
- Hazlett, Burt & Watson, Inc.Jan 2025 to now
- The Vanguard Group, Inc.Jul 2009 to Dec 2024
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 12 states (CA, CO, FL, GA, NC, NJ, OH, PA, SC, TX, VA, WV).
Security Capital Management
Legal name: Hazlett, Burt & Watson, Inc.
$1.4BAssets managed
2,399Clients
20Advisers
20 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
- 5687341
- Firm CRD
- 396