Jason Hagen, financial advisor Lexington KY
81 score

Jason Hagen

CRD Number: 4439209
Current Firm: Transamerica Financial Advisors, Inc.

Jason Hagen (CRD# 4439209) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Lexington, KY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Central LLC Lexington, KY Mar 2016 - Current < 1
Wyndham LLC Lexington, KY Dec 2015 - Current 1
Msi Capital Group, Inc Dba Msi Lending Of Lexington Lexington, KY Jun 2012 - Current 4
Transamerica Financial Advisors, Inc. Lexington, KY Jan 2012 - Current 4
Msi Capital Group, Inc. Lexington, KY May 2008 - Current 8
Msi Financial Group, Inc. Lexington, KY Aug 2007 - Current 9
Jason Hagen-rental Property Lexington, KY Jun 2007 - Current 9
Hamburg Properties Lexington, KY Jan 2006 - Current 10
World Title And Abstract Inc. Lexington, KY Jun 2005 - Current 11
Universal Marketing Group Lexington, KY Apr 2004 - Current 12
Hft,inc. Lexington, KY Dec 2002 - Current 14
Wfg Lexington, KY Jun 2001 - Current 15
Hagen Properties, Inc. Lexington, KY Aug 2004 - Dec 2012 8
Primary Residential Mortgage Inc. Salt Lake City, UT Nov 2009 - Jul 2012 2
Simulex, LLC Lexington, KY Jun 2005 - Jul 2012 7
Investment Advisors International Louisville, KY Sep 2008 - Jan 2012 3
Jason Hagen - Rental Property Richmond, KY Jun 2007 - Jan 2012 4
World Group Securities, Inc. Lexington, KY Apr 2002 - Jan 2012 9
Cms Branding Inc. Lexington, KY Mar 2009 - May 2011 2
Msi Lending, Inc. Lexington, KY Dec 2002 - May 2011 8
Hamburg Professional Serices ,llc Lexington, KY Aug 2007 - Apr 2009 1
World Title And Abstract, Inc. Lexington, KY Jun 2005 - Apr 2009 3
Rosebud Properties, Inc. Lexington, KY Feb 2007 - Nov 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Sep 2008
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jason J. Hagen
Phone Number: 727-299-1800
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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