Joseph Richard Hassen

Employer firm

Lexaurum Advisors CRD 283653

$1.27B regulatory AUM 52 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2015 → 10/2019
  Nationwide Financial
  Canton, OH
• 06/2015 → 10/2019
  Nationwide Securities Llc
  Columbus, OH
• 10/2019 → Present
  Brokers International Financial Services
  Urbandale, IA
• 10/2019 → Present
  Lexaurum Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2016-01-28 → 2019-10-09
  Nationwide Securities, Llc
  N Canton, OH
• 2013-11-18 → 2014-06-17
  Edward Jones
  Massillon, OH
  St Louis, MO

Other Businesses

1) Hassen Financial LLC- A LLC I use for tax purposes. Not investment-related 3463 Briton Circle NW Canton, OH 44708. Owner. I am the only employee. Start 05/01/2017. Life/LTC/FIA sales. Directly appointed with Insurance companies for purposes of selling Life/LTC/FIA. 10 hours/month. 2) North Canton Little League; PO Box 2711 North Canton, Ohio, 44720; Not securities related; Vice President-help to schedule games, run the fields and tournaments; started 09/01/2018, 2 hours per month, not during trading hours. 3) Rotary club of Plain Township: PO Box 8382, Canton, Ohio 44711; Not securities related; started 7/1/2019; President - preside over club, run meetings once per week. 4) JR Hassen Wealth Management; Securities related; 1353 Market Ave. North, Canton, OH 44714; DBA; Owner; Started 10/01/2019; 160 hours per month, 140 during trading; DBA for marketing insurance, securities, and advisory business. 5) Self-employed contract work; Not investment related; Fischer, Evan & Robbins, 3521 Whipple Ave. N.W. Canton, OH 44718; Consulting Expert; Started 8/27/2024; 10 hours per month, none during trading hours; Review policy documents, document and provide insight on pending litigation regarding UL policy.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-20

Other Names

• Joe Hassen