Jasen David Haller
Investment adviser representative at Compass Financial Group, Inc
14 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.5BFirm 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
14 years in the industry.
- Compass Financial Group, IncApr 2016 to now
- Mayo ClinicJun 2012 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (SD, TX).
Compass Financial Group, Inc
$1.5BAssets managed
2,826Clients
7Advisers
14 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
- 6339663
- Firm CRD
- 157109