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Jordan Danielle Lafayette

Hanson & Doremus Investment Management

Burlington, VT

CRD 7650719

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Employer firm

Hanson & Doremus Investment Management CRD 108045

$1.06B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters

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

Current Employers
Hanson & Doremus Investment Management

431 Pine Street Suite 302, Burlington, VT 05401 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2022-12-12
  • VT RA
    APPROVED
    Since 2022-12-12

Branch Locations

431 Pine Street Suite 302, Burlington, VT 05401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hanson & Doremus Investment Management Burlington VT 10/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-10
  • S65 Uniform Investment Adviser Law Examination
    2022-12-10

View on SEC IAPD

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