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James Kevin taylor Veillon

J. Hagan Capital, Inc.

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About James Kevin taylor Veillon

James Veillon is a financial advisor with J. Hagan Capital, Inc. James has been in the financial services industry for over 10 years, holding various positions with MML Investors Services, LLC and State Farm VP Management Corp. James holds the Series 65, Series 6TO, and SIE securities licenses and is registered in Louisiana as an Investment Advisor Representative. James specializes in financial planning, portfolio management for individuals, and selection of other advisors. James can help individuals navigate their financial lives and build a portfolio that will support their long-term financial goals.

Firm Information

James Veillon is currently registered with J. Hagan Capital, Inc.. J. Hagan Capital, Inc. is a Louisville, KY-based investment advisor firm providing financial planning and portfolio management services for individuals and high-net-worth individuals. They also offer selection of other advisors services. The firm manages approximately $185,590,176 in assets for 1,718 accounts.
J. Hagan Capital, Inc.

8311 SHELBYVILLE ROAD

LOUISVILLE, KY 40222

$185.59M

Assets Under Management

Not reported

Total Clients

8

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 individuals

Personalized portfolio management to meet individual financial objectives.

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 Veillon’s Registration & Firm History

LA

07/22/2024 - Present

J. Hagan Capital, Inc. (LAFAYETTE LA)

LA

04/15/2024 - 06/04/2024

MML INVESTORS SERVICES, LLC (LAFAYETTE LA)

IL

03/10/2022 - 04/05/2024

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 10/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Kevin taylor Veillon.
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