Joseph Orin Hatch

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 03/2017
  Wells Fargo Advisors Financial Network, Llc
  Lehi, UT
• 03/2017 → Present
  Raymond James Financial Services, Inc.
  Pleasant Grove, UT
• 03/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Pleasant Grove, UT
• 10/2015 → Present
  Joseph O. Hatch Consulting Llc
  Pleasant Grove, UT
• 10/2015 → Present
  Ch Retirement Income Planning
  American Fork, UT

Previous Registrations

• 2014-04-21 → 2017-03-02
  Wells Fargo Advisors Financial Network, Llc
  Pleasant Grove, UT

Other Businesses

(1)Name of Business: CH Retirement Income Planning Address: 1024 E Bamberger Drive, American Fork, UT, 84003, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: owner (2)Name of Business: CHRIP Properties LLC Address: 1024 E Bamberger Drive, American Fork, UT, 84003, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/27/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee Rental Space (3)Name of Business: Liberty Park Owners Association LLC Address: 1024 E Bamberger Drive, American Fork, UT, 84003, United States Activity Type: Non profit Position/Title: Board Member, Officer - President Investment Related: Yes Start Date: 11/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President of our office complex's owners association

Exams

• S66 Uniform Combined State Law Examination
  2014-04-18
• S63 Uniform Securities Agent State Law Examination
  2003-12-22