JD HAGGAR FINANCIAL

JD HAGGAR FINANCIAL is an SEC-registered investment adviser (CRD 329083). Regulatory assets under management: $595K.

Registration

• CRD: 329083
• Type: Registered investment adviser
• Phone: 303-884-8794
• Latest filing: 2026-06-05
• Regulatory AUM: $595K
• Non-discretionary AUM: $595K
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329083 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search