Ethan Patrick Haverty
Investment adviser representative at Edward Jones
13 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Edward JonesAug 2022 to now
- Mixer Direct IncorporatedApr 2021 to Aug 2022
- Altec IndustriesJan 2019 to Apr 2021
- Kalitta AirMay 2018 to Aug 2018
- Pharmaceutical Vessel EngineeringJan 2017 to Mar 2018
- Bass Pro ShopsNov 2015 to Jan 2017
- Squire Boone Cavern ZiplineMar 2013 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7611697
- Firm CRD
- 250