Jonathan Hicks
CRD Number: 4492684Current Firm: J. Hagan Capital, Inc.
Compensation Model: Fee Only
Jon Hagan Hicks, MBA, MSFS, is a Principal and Chief Executive Officer of J. Hagan Capital. As a radio show host, he focuses on helping investors plan and implement strategies to help allow them to live comfortably throughout retirement.
Jon has lectured at Brescia University, Centre College, and the University of Louisville on topics of wealth preservation and international investing. He has researched abroad in India, where he studied the political economy of trade in New Delhi, Jaipur, and Bombay. He received his Bachelor of Science in Economics from Centre College, where he was a Rogers Scholar and the Robert Powell Jacobs Prize recipient.
He earned his Master of Science in Financial Services from the Institute of Business and Finance, his Master of Business Administration with honors with concentration in finance from the Keller Graduate School of Management in Chicago, Illinois, and a graduate certificate in financial management from Cornell University.
He is an insurance licensed professional in Kentucky and Michigan and an Investment Advisor Representative of J. Hagan Capital, Inc., a Kentucky Registered Investment Advisor. He is board certified in estate planning and has earned the Certified Tax Specialist designation.
Jon has been published by Fortune.com, Fox Business, CNN Money, Accounting Today, and Yahoo News on the topics of wealth preservation, taxes, and investment theory. You can hear him weekly on the Retirement Solutions Radio on WHAS 840, or watch him on the Retirement Solutions Radio of Great Day Live! On WHAS11 ABC.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| J. Hagan Capital, Inc. | Louisville, KY | Jun 2018 - Current | 5 |
| J. Hagan Warren Capital Partners Limited | Louisville, KY | Jul 2013 - Jun 2018 | 4 |
| J. Hagan Warren Capital Holdings, Inc. | Louisville, KY | Jun 2013 - Jun 2018 | 5 |
| Jhw Tax Enterprises, LLC | Louisville, KY | Nov 2013 - Mar 2018 | 4 |
| Louisville Empire East, LLC | Louisville, KY | Nov 2013 - Mar 2018 | 4 |
| Louisville Empire West, LLC | Louisville, KY | Nov 2013 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
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.
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Total Assets Under Management186MILLIONS
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Total Number of Accounts1,718ACCOUNTS
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Average Account Value$108,027
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