Samuel Haskell has been Managing Member/CCO of Colarion since July 2018, is a control person of the firm and directly owns 75% or more of it. Samuel Haskell studied at Princeton University.
Colarion LLC is a Mountain Brook, AL firm with $188M under management, 96 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Sam Haskell is Partner and Chief Investment Officer of jhh wealth, llc, based in Greenville, South Carolina. He began his investment career within the Morgan Stanley research group in 2000 and joined Sterne Agee's Capital Markets group in 2002, transitioning into the family office in 2014. Before joining jhh, he began the Colarion LLC registered investment advisory in 2016.
Samuel Haskell’s longest registration is the current one, 8 years at Colarion since 2017. Before joining Colarion in 2017, Samuel Haskell was registered through Ewing Asset Management, LLC and Sterne Agee Asset Management, Inc.
- JHH Wealth, LLC– · 2 yearsVestavia, AL · Adviser representative · Firm CRD 153924
- Ewing Asset Management, LLC– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 153924
- Sterne Agee Asset Management, Inc.– · under a yearBirmingham, AL · Adviser representative · Firm CRD 130888
Professional designations
Listed by Colarion
- CFA charterholder
Investment adviser representative registrations
Samuel Haskell is registered as an investment adviser representative in Alabama, since November 2017.
- AlabamaSince 20 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 August 2014 |
| Series 55 | Limited Representative-Equity Trader Exam | 11 October 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 September 2000 |
| Series 7 | General Securities Representative Examination | 25 September 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Samuel Drayton Haskell
- CRD
- 2632749
- Firm
- Colarion · CRD 284588
- Role
- Managing Member/CCO
- Office
- 2914 CAHABA VILLAGE PLACE, Mountain Brook, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- March 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jhhwealth.com
Where does Samuel Haskell work?
Samuel Haskell has been Managing Member/CCO of Colarion LLC since July 2018, and is a control person of the firm.
Is Samuel Haskell a financial advisor?
Yes. Samuel Haskell has a current investment-adviser registration in Alabama, through Colarion since November 2017.
How many years of experience does Samuel Haskell have?
Samuel Haskell has 10 years in the financial industry, since March 2016, across 3 adviser firms.
What exams has Samuel Haskell passed?
Samuel Haskell has passed 4 licensing exams: the Series 7, Series 63, Series 55 and Series 65. The earliest, the Series 7, was passed in September 2000. FINRA credited Samuel Haskell with the SIE, which began in October 2018.
Where did Samuel Haskell work before Colarion?
Before Colarion, Samuel Haskell was registered through Ewing Asset Management, LLC, July 2016 to September 2017; Sterne Agee Asset Management, Inc., August 2014 to March 2015.
Where is Samuel Haskell based?
Samuel Haskell’s registered office is in Mountain Brook, AL.
Is Samuel Haskell registered with FINRA?
No. Samuel Haskell has no current broker registration.
Is Samuel Haskell a CFA charterholder?
Colarion lists Samuel Haskell with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Samuel Haskell’s record?
Search CRD 2632749 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Haskell’s full registration record.