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Jason Haley

Chief Investment Officer and President at Alm First Financial Advisors

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Jason Haley is Chief Investment Officer and President of Alm First Financial Advisors LLC, a Dallas investment adviser.

Role at Alm First Financial Advisors

Title on Schedule A
Chief Investment Officer and President
Control
Jason Haley is a control person of Alm First Financial Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jason Haley has held the filed role since January 2020.

The firm

Alm First Financial Advisors LLC
Dallas, TX

Form ADV filed 30 March 2026

$76.2B AUM162 clients10 advisers1 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Jason Haley is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jason Haley
CRD
4653830
Firm
Alm First Financial Advisors LLC
Record basis
Form ADV officer listing
Firm bio
almfirst.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

ALM First lists Jason Haley as Chief Investment Officer. ALM First official leadership page

Common questions

Where does Jason Haley work?

Jason Haley has been Chief Investment Officer and President of Alm First Financial Advisors LLC since January 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Alm First Financial Advisors

Sources

  1. IAPD individual lookup, CRD 4653830. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Alm First Financial Advisors LLC, filed 30 March 2026. Title, control and ownership bands.
  3. Alm First Financial Advisors team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jason Haley or Alm First Financial Advisors LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.