Invested Better
Unclaimed

Unclaimed

Unclaimed

James W Hague

Janian Investment Advisers, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James W Hague

James W. Hague is a registered investment advisor with Janian Investment Advisers, LLC. James has been in the industry since June 2012 and is registered in California, Illinois, New York and Texas. James holds the Series 65 and Series 3 licenses. James specializes in portfolio management for individuals and selection of other advisors. James and Janian Investment Advisers, LLC primarily work with high net worth individuals and other individuals, managing approximately $18 million in assets. James is also qualified to work with clients of any size.

Firm Information

James Hague is currently registered with Janian Investment Advisers, LLC. Janian Investment Advisers, LLC is an investment advisor with 1 registered investment advisor representative. The firm manages approximately $18,000,000 in assets for 40 clients, primarily individuals. They provide financial planning, selection of other advisors, and portfolio management services to high-net-worth individuals and other individuals.

$18.00M

Assets Under Management

Not reported

Total Clients

1

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Hague’s Registration & Firm History

CA

11/15/2024 - Present

Janian Investment Advisers, LLC (SANTA ROSA CA)

Not sure if James W Hague is right for you?

Licenses & Designations

IA

Issued 08/02/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/05/1997

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James W Hague.
Not sure if James W Hague is right for you?