John O'hagan, financial advisor Bethlehem PA

John O'hagan

CRD Number: 1754256
Current Firm: O'hagan Group, Inc.

John O'hagan (CRD# 1754256) is an Investment Advisor Representative working at O'hagan Group, Inc. in Bethlehem, PA and has over 36 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Oct 2021 - Current 2
O'hagan Group, Inc. Bethlehem, PA Sep 2021 - Current 2
Continental Airlines Houston, TX Nov 1992 - Current 31
Securities America, Inc. Bethlehem, PA Nov 2020 - Sep 2021 < 1
Arbor Point Advisors Bethlehem, PA Nov 2020 - Sep 2021 < 1
Kms Financial Services, Inc. Seattle, WA Sep 2013 - Nov 2020 7
Purshe Kaplan Sterling Investments Albany, NY Aug 2009 - Jan 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
S66 NASAA Uniform Combined State Law Examination Nov 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John J. O'hagan
Phone Number: 610-625-8855
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    808
    MILLIONS
  • Total Number of Accounts
    1,189
    ACCOUNTS
  • Average Account Value
    $679,288
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, IN, LA, NC, NJ, NY, OH, PA, TN, TX, VA, WA, WI

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