Khwan Hathai
Investment adviser representative at Origin Investment Advisory LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$34.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Origin Investment Advisory, LLCJan 2025 to now
- Epiphany Financial TherapyMar 2023 to now
- Motley Fool Wealth ManagementFeb 2021 to Mar 2023
- JP Morgan Chase Bank, N.A.Oct 2019 to Feb 2021
- JP Morgan Securities, LLCOct 2019 to Feb 2021
- Morgan StanleyJul 2016 to Oct 2019
- Morgan Stanley Private Bank, N.A.Jul 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CO).
Origin Investment Advisory LLC
$34.7MAssets managed
7,591Clients
15Advisers
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
- 6670247
- Firm CRD
- 305353