John Clagett (CRD# 2398662) is an Investment Advisor Representative working at One Capital Management, LLC in Fort Collins, CO and has over 30 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| One Capital Management, LLC | Ft. Collins, CO | Oct 2021 - Current | 2 |
| Q4 Wealth Management, Inc. | Ft. Collins, CO | Nov 2009 - Current | 14 |
| Crump Life Insurance | Ft Collins, CO | Nov 2009 - Current | 14 |
| Nations Financial Group, Inc. | Fort Collins, CO | Nov 2009 - Oct 2021 | 11 |
| 2four2 LLC | Ft Collins, CO | Mar 2014 - Jun 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- CO
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Total Assets Under Management6,207MILLIONS
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Total Number of Accounts7,533ACCOUNTS
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Average Account Value$824,007
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI
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