James Robert Haas

Employer firm

Haas Investment Management LLC CRD 154886

4,000 advisory clients

Reported services (Item 5G)

• Financial planning

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

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

Current Employers

Employment History

• 09/2010 → Present
  Haas Invesetment Management, Llc
  Newport News, VA
• 11/1979 → Present
  Haas Investments
  Newport News, VA

Previous Registrations

• 2008-10-29 → 2010-09-29
  Vsr Financial Services, Inc.
  Newport News, VA
  Overland Park, KS
• 2005-08-10 → 2008-10-28
  Osaic Wealth, Inc.
  Newport News, VA
• 1997-07-07 → 2003-12-31
  Dukes & Co Advisory, Inc.
  Virginia Beach, VA

Other Businesses

INSURANCE SALES AND SERVICES DBA-HAAS INVESTMENT; INVESTMENT RELATED; NEWPORT NEWS, VA; APPROXIMATELY 90% OF TIME SPENT IN THIS BUSINESS PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-22
• S63 Uniform Securities Agent State Law Examination
  1981-06-24

Other Names

• Jim Haas