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334.215.4977
jhalloran@myMAX.com
3401 Malcolm Drive (Taylor Road Branch) 



 

 




Experience:

Education Background: Auburn Montgomery, BSBA- Finance

Registrations (Held through SA Stone Wealth Management Inc.): Series 7 and 66

Insurance Licenses (Held through SA Stone Wealth Management Inc.): Life and Health 

Registration: Alabama 

Background in Financial Industry: I have worked in the financial industry for a little over 2 years. I look forward to continuing  to serve our customers here at MAX and in the local community.

Community Involvement:


I am actively involved at St. Joseph's Catholic Church in Prattville, Alabama, where I am currently the youth director for Knights of Columbus. I am also an Assistant Scoutmaster for a local Boy Scout troop and enjoy volunteering at various River Region non-profit organizations, such as the Salvation Army.

What is your role with MAX Wealth Management?


As a Wealth Consultant here at MAX, I strive to find simple solutions for our clients while helping them plan their financial future and grow through every life stage.

Why would you recommend MAX Wealth Management to a potential client?


MAX is family! Our team members are good, dependable people that you can count on and are always there to help. Our wealth management team works one-on-one to ensure every client works toward meeting their financial goals.





For more information about MAX Wealth Management brokers, visit http://brokercheck.finra.org/

Tax preparation is not provided or affiliated with SA Stone Wealth Management Inc. Before making any decisions in regard to tax deferral strategies, consult with a qualified tax professional for guidance.

Securities offered through SA Stone Wealth Management Inc., member FINRA/SIPC. Advisory services offered through SA Stone Investment Advisors Inc., an SEC-registered investment advisor. The investment products sold through SA Stone Wealth Management are not insured MAX Credit Union deposits and are not NCUA insured. These products are not obligations of MAX Credit Union and are not endorsed, recommended or guaranteed by MAX Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

MAX Credit Union and MAX Wealth Management are not registered broker/dealers and are not affiliated with SA Stone Wealth Management Inc.  

 
 
 


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