Chase
Rosche

J. Hagan Capital, Inc

CRD#7732501
Investment Advisor
in Louisville, KY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Chase Rosche is a financial advisor based in Louisville, Kentucky, working with J. Hagan Capital, Inc. Chase has previously held positions at Strategic Wealth Designers LLC, Total Quality Logistics, Advanced Pain Intervention, Carpetland Usa, Greenfire Restaurant And Bakery, Fairhaven Senior Services, Student, and J. Hagan Capital. Chase has passed the Series 65 regulatory exam and is registered to provide services in Kentucky. Currently, Chase is part of J. Hagan Capital, Inc, which operates out of Louisville, Kentucky. The firm has 2 offices and 7 employees. The firm manages assets totaling $185.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at J. Hagan Capital, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8311 Shelbyville Road
Louisville, KY 40222

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

J. Hagan Capital, Inc Brokerage Details

Total Assets Under Management

$185,590,176

KY Average: $949,722,027
Total Number of Employees

7

KY Average: 35
Total Number of Accounts

1,718

KY Average: 1,296
Average Account Size

$108,027

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Chase Rosche Work History

2024 - Present (0 year)

J. Hagan Capital

2022 - Present (2 years)

Strategic Wealth Designers LLC

2021 - 2022 (1 year)

Total Quality Logistics

2021 - 2021 (< 1 year)

Greenfire Restaurant And Bakery

2020 - 2021 (1 year)

Carpetland Usa

2019 - 2019 (< 1 year)

Fairhaven Senior Services

2017 - 2021 (4 years)

Advanced Pain Intervention

2013 - 2022 (9 years)

Student

Disclosures

Please visit the SEC profile of Chase Rosche to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at J. Hagan Capital, Inc

Michael Ramser
Louisville, KY
Robert Moore
Louisville, KY
Emily Freyou
Louisville, KY
Jonathan Hicks
Louisville, KY
Chase Rosche
Louisville, KY
Marion Doucet
Louisville, KY
Mathew Koole
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started