J. Hagan Capital, Inc.

J. Hagan Capital, Inc. (CRD# 168467) is a financial advisory firm headquartered in Louisville, KY. They manage $185,590,176 in 1,718 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    1,718
    ACCOUNTS
  • Average Account Value
    $108,027
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
The map below shows states where this firm has explicit registration only.

FL, IN, KY, LA, MD, OH, TX, VA, WI

Financial Advisors at J. Hagan Capital, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Jonathan H. Hicks
CRD#: 4492684
8311 Shelbyville Road, Louisville, KY 40222

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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2
Marion Doucet
CRD#: 2730764
8311 Shelbyville Road, Louisville, KY 40222

Marion Doucet (CRD# 2730764) is an Investment Advisor Representative working at J. Hagan Capital, Inc. in Louisville, KY and has over 11 years of experience in the finance industry.

3
Emily Freyou
CRD#: 7749753
8311 Shelbyville Road, Louisville, KY 40222

Emily Freyou (CRD# 7749753) is an Investment Advisor Representative working at J. Hagan Capital, Inc. in Louisville, KY and has 1 year of experience in the finance industry.

4
Mathew A. Koole
CRD#: 6419995
8311 Shelbyville Road, Louisville, KY 40222

Mathew Koole (CRD# 6419995) is an Investment Advisor Representative working at J. Hagan Capital, Inc. in Louisville, KY and has over 8 years of experience in the finance industry.

5
Robert E. Moore
CRD#: 6739552
8311 Shelbyville Road, Louisville, KY 40222

Robert Moore (CRD# 6739552) is an Investment Advisor Representative working at J. Hagan Capital, Inc. in Louisville, KY and has over 7 years of experience in the finance industry.

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