Jonathan Hicks, financial advisor Louisville KY

Jonathan Hicks

CRD Number: 4492684
Current 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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CONTACT
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Company Name Location Dates Years
J. Hagan Capital Inc. Louisville, KY Jul 2013 - Current 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Jun 2007
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.

Get Details on the FINRA Advisor Check site
Contact Info for Jonathan H. Hicks
Phone Number: (502) 690-5635
Advisor Website: http://www.jhagancapital.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    552
    ACCOUNTS
  • Average Account Value
    $112,485
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, KY, LA, NC, VA

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