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Jeffrey H
Series 63, Series 65
Bishop, CA
The Wealth Consulting Group
Jeffrey Haskell is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His previous roles include positions at National Planning Corporation and LPL Financial. Outside of advising, he is a managing partner of Romeo X-Ray, LLC, a business involved in pilot services and equipment rental. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive management, model portfolios, and algorithmic guided wealth services with tax features.
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