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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hagan Hicks is a financial advisor registered in Indiana, Kentucky, Louisiana, Texas and Virginia. Jonathan is associated with J. Hagan Capital, Inc. Jonathan is an investment advisor representative associated with J. Hagan Capital, Inc. Jonathan has been in the industry since 2002. Jonathan holds Series 7, 63 and 65 licenses. Jonathan is also a member of IVY Capital Management LLC, Kentucky Adult Learning Academy and Financial Independence Council Inc. Jonathan is affiliated with a variety of other businesses. Jonathan's previous employers include Madison Avenue Securities, Inc., Investors Capital Corp., and Raymond James Financial Services, Inc. Jonathan specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers. Jonathan's client base is primarily comprised of high-net-worth individuals. Jonathan currently manages assets of approximately $185 million.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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KY
09/17/2020 - Present
J. Hagan Capital, Inc. (LOUISVILLE KY)
KY
01/07/2009 - 09/06/2013
MADISON AVENUE SECURITIES, INC. (LOUISVILLE KY)
KY
05/05/2006 - 12/31/2008
INVESTORS CAPITAL CORP. (LOUISVILLE KY)
KY
09/03/2004 - 05/09/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (LOUISVILLE KY)
MO
03/12/2002 - 09/08/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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