Robert Jacob Haverly
Investment Adviser Representative at Goodman Financial Corporation
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Jacob Haverly is an investment adviser representative with Goodman Financial Corporation in Houston, TX, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Goodman Financial CorporationOct 2022 – Oct 2023Houston, TX
- Goodman Financial CorporationOct 2023 – Aug 2025Houston, TX
- GreystarAug 2022 – Oct 2022Houston, TX
- GreystarAug 2021 – Oct 2021Houston, TX
- GreystarJun 2021 – Aug 2021Houston, TX
- RMS US LLPJan 2021 – Apr 2021Houston, TX
- Moss AdamsJan 2020 – May 2020Houston, TX
- University of HoustonJan 2018 – May 2022Houston, TX
- University of HoustonAug 2017 – May 2022Houston, TX
- LA FitnessFeb 2017 – Aug 2017Houston, TX
- UnemployedJul 2016 – Aug 2017Houston, TX
- Goodman Financial CorporationAug 2025 – no end date reportedHouston, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Goodman Financial Corporation
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.0125
- Up to $1,999,9991.25%
- $2,000,000 – $2,999,9991.15%
- $3,000,000 – $4,999,9990.95%
- $5,000,000 – $9,999,9990.85%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Houston, TX
- SEC file number:
- 801-61260
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 24, 2026
View full firm profileOther advisors at Goodman Financial Corporation
Showing 12 of 20 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Jacob Haverly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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