Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J.? Claim Your ProfileJ. Matthew Hager is a financial advisor with over 20 years of experience in the industry. J. Matthew is currently registered with Janney Montgomery Scott LLC and Raymond James & Associates, Inc. J. Matthew has held previous roles with Fifth Third Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. J. Matthew is licensed to provide investment advice in 23 states and holds Series 66, Series 7 and SIE licenses. J. Matthew specializes in providing financial planning, pension consulting and portfolio management services to individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
11/01/2024 - Present
Janney Montgomery Scott LLC (Cincinnati OH)
OH
07/14/2003 - 05/08/2009
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
11/21/2000 - 07/21/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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