Jonathan
Hicks
J. Hagan Capital, Inc
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About this Advisor
Jonathan Hicks is a financial advisor who works in Louisville, Kentucky who has 10 years of industry experience. Hicks is on the advisory team at J. Hagan Capital, Inc. Hicks has gained experience at Madison Avenue Securities, Inc, J. Hagan Warren Capital Partners Limited, J. Hagan Warren Capital Holdings, Inc, Jhw Tax Enterprises, LLC, Louisville Empire East, LLC, Louisville Empire West, LLC and J. Hagan Capital, Inc. Hicks has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Indiana, Kentucky, Louisiana and Virginia. J. Hagan Capital, Inc is an advisory business operating out of Louisville, KY. The firm has just five people on staff. It oversees $176 million in total assets between its 1,510 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,510 accounts, just 7% are held by high-net-worth investors who have more than $1 million in investable assets. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically vary depending on which services are provided. Fee types charged by J. Hagan Capital, Inc may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J. Hagan Capital, Inc Brokerage Details
$176,227,196
5
1,510
$116,707
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jonathan Hicks Work History
Jonathan has been registered as a financial advisor for 10 years.*
J. Hagan Capital, Inc
J. Hagan Warren Capital Partners Limited
J. Hagan Warren Capital Holdings, Inc
Jhw Tax Enterprises, LLC
Louisville Empire East, LLC
Louisville Empire West, LLC
Madison Avenue Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Hicks 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
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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