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Alexander Joseph Haba

Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm 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 assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.May 2026 to now
  2. Raymond James Financial Services, Inc.May 2026 to now
  3. J.P. Morgan Securities LLCJun 2024 to May 2026
  4. JPMorgan Chase Bank, N.A.Jun 2024 to May 2026
  5. Northwestern Mutual Investment Services LLCAug 2023 to Jun 2024
  6. 3 RestaurantMay 2022 to Sep 2022
  7. Glenpharmer DistilleryMay 2020 to Sep 2020
  8. Merrimack CollegeSep 2019 to May 2024
  9. 3 RestaurantAug 2018 to Jan 2020
  10. Northwestern MutualJun 2017 to Jun 2024
  11. Town of Franklin Rec DepartmentJan 2016 to Dec 2017
  12. Franklin Public SchoolsAug 2013 to Sep 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (MA).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
6901792
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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