Mark HagersonCRD Number: 3046041
Current Firm: Jeffrey Matthews Wealth Management, LLC
Mark Hagerson (CRD# 3046041) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Safety Harbor, FL and has over 9 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|The Jeffrey Matthews Financial Group LLC||Florham Park, NJ||Feb 2015 - Current||3|
|Raymond James & Associates, Inc.||St. Petersburg, FL||Jul 2013 - Mar 2015||1|
|Sears Holding Corporation||Clearwater, FL||Sep 2013 - Dec 2013||< 1|
|Salvus Financial, LLC||Fort Wayne, IN||Aug 2011 - Jul 2013||1|
|Paul-ellis Investment Associates||Jeffersonville, PA||Mar 2011 - Aug 2011||< 1|
|International Financial Services Group, LLC||Tampa, FL||Jun 2008 - Aug 2011||3|
|Pointe Atlantic, Inc.||Tampa, FL||Oct 2009 - Jul 2011||1|
|Fortress Family Office Group||Tampa, FL||Jun 2008 - Mar 2011||2|
|Fortress Global Wealth Management||Tampa, FL||Jul 2009 - Dec 2010||1|
|Fortress Asset Management, LLC||Tampa, FL||Aug 2009 - May 2010||< 1|
|Offshore Trust Services||Tampa, FL||Nov 2005 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2010|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management33MILLIONS
Total Number of Accounts89ACCOUNTS
Average Account Value$372,495
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, CT, DC, FL, GA, MO, NC, NJ, NY, PA, SC, TX, WA, WI
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