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James Brian Hagerty

Bartlett & Co. Wealth Management LLC

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About James Brian Hagerty

James Hagerty is a financial advisor with Bartlett & Co. Wealth Management LLC in Cincinnati, OH. James is a registered representative with the state of Ohio. James is a Chartered Financial Analyst and has been in the financial industry since 1994. James is a highly experienced financial advisor with a focus on providing comprehensive financial planning services to individuals, families, and businesses. James specializes in portfolio management, retirement planning, and estate planning. In addition to providing traditional financial planning services, James also offers credit and cash management solutions and insurance solutions.

Firm Information

James Hagerty is currently registered with Bartlett & Co. Wealth Management LLC. Bartlett & Co. Wealth Management LLC is a Cincinnati, Ohio-based registered investment advisor with over $8 billion in regulatory assets under management. The firm provides a range of financial planning and investment management services for individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Their services include credit and cash management solutions, insurance solutions, and portfolio management.
Bartlett & Co. Wealth Management LLC

600 VINE STREET

CINCINNATI, OH 45202-2466

$8.44B

Assets Under Management

25

Total Clients

30

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Hagerty’s Registration & Firm History

OH

04/27/2018 - Present

Bartlett & Co. Wealth Management LLC (Cincinatti OH)

MD

01/10/1996 - 01/24/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

11/14/1994 - 01/10/1996

BARTLETT & CO.

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Licenses & Designations

BC

Issued 07/19/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Brian Hagerty.
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