Mark Hagerson, financial advisor Safety Harbor FL
93 score

Mark Hagerson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Mark E. Hagerson
Phone Number: 888-467-3636
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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


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Clean Record
This advisor has a clean track record with regulators.

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