Advisor at J. Hagan Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lafayette, LA 70503
Credentials
Series 65
Industry experience
3 years
James Veillon is a financial advisor at J. Hagan Capital, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Matthew James Tax & Wealth Management and MassMutual Life Insurance Co. Prior to his advisory roles, he held positions in insurance agencies and educational institutions. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, along with trusts and estates. The firm offers customized portfolio management and estate-planning support, utilizing a mix of traditional and alternative investments with ongoing monitoring and discretionary trading when authorized.
Based on J. Hagan Capital, Inc.
Based on J. Hagan Capital, Inc.
Fixed fee financial planning engagements based on expected hours; specific amounts negotiated in advance.
Up to 1.50% annually (maximum fee); fees vary based on size, complexity, activity, and may be negotiable/waived.
Insurance products commissions from sales by licensed IARs, separate from advisory fees.
Financial planning services hourly rate of $350 per hour.
Account minimum: $500,000 Fee-only: Financial planning billed at $350 per hour or fixed fee per engagement; tax planning fees range from $20,000 to $70,000; estate planning tool fees up to $2,500 (investment clients) or $4,000 (estate planning only clients).
1011 Coolidge Street
Lafayette, LA 70503
Louisiana
J. Hagan Capital, Inc.
2024 - Present (2 years)
Matthew James Tax & Wealth Management
2024 - Present (2 years)
MassMutual Life Insurance co
2024 - 2024 (1 year)
Mass Mutual Investors Services
2024 - 2024 (1 year)
State Farm VP Management Corp.
2021 - 2024 (3 years)
Bruce Montesano Insurance Agency
2021 - 2024 (3 years)
LHC Group - Louisiana Family Fitness Center
2019 - 2020 (1 year)
Louisiana State University - Shreveport
2017 - 2018 (1 year)
St. Landry Parish School Board
2016 - 2019 (3 years)
Evangeline Parish School Board
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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