Advisors at this firm
Marion D
Series 63, Series 65
Lafayette, LA
J. Hagan Capital, Inc.
Marion Doucet is a financial advisor at J. Hagan Capital, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brock & Associates and Primerica Financial Services. Outside of his advisory role, he is involved in real estate investing through GDD Investments, LLC. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers customized portfolio management and financial planning, incorporating a range of traditional and alternative investments with ongoing portfolio monitoring and discretionary trading when authorized.
Michael R
Series 63, Series 65
Louisville, KY
J. Hagan Capital, Inc.
Michael Ramser is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Jurs Montgomery Brokerage and Nationwide Investment Services Corporation. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers customized portfolio management and financial planning, utilizing a range of investment strategies including traditional and alternative assets, with ongoing monitoring and discretionary trading when authorized.
James V
Series 65
Lafayette, LA
J. Hagan Capital, Inc.
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.
Cameron W
Series 66
Louisville, KY
J. Hagan Capital, Inc.
Cameron Wisley is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Strategic Wealth Investment Group, Strategic Wealth Designers, and Ameriprise Financial Services. J. Hagan Capital provides investment advisory and planning services to individual and high-net-worth clients, as well as trusts and estates, offering customized portfolio management, financial and tax planning, and estate-planning support. The firm constructs tailored portfolios using a combination of traditional and alternative investments, employing fundamental, quantitative, and technical analysis with ongoing monitoring and discretionary trading when authorized.
Mathew K
Series 63, Series 65
Louisville, KY
J. Hagan Capital, Inc.
Mathew Koole is a financial advisor with J. Hagan Capital, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to joining J. Hagan Capital in 2019, he worked at Northwestern Mutual in various capacities from 2014 to 2019. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers customized portfolio management and financial planning, incorporating a range of traditional and alternative investments, and employs a combination of fundamental, quantitative, and technical analysis in its investment approach.
Jonathan H
Series 63, Series 65
Louisville, KY
J. Hagan Capital, Inc.
Jonathan Hicks is a financial advisor with J. Hagan Capital, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with J. Hagan Capital since 2018 and previously held roles at several related entities from 2013 to 2018. Outside of his advisory work, he is the founder of Auctus Tactical Inc., providing consulting services to private equity and hedge fund companies, and serves as Chief Marketing Officer for Demter Tactical Investments Corp, which operates tactical and quantitative investment strategies. J. Hagan Capital provides investment advisory and planning services primarily to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolio management and financial planning, incorporating a range of traditional and alternative investments, and employs a combination of fundamental, quantitative, and technical analysis in its investment approach.