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Jeanne Kearns Hagar

Investment adviser representative at Oneseven
24 yearsExperience
2 statesRegistered in
$7.7BFirm assets
10 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

24 years in the industry.

  1. Fortune Financial Services, IncSep 2025 to now
  2. OnesevenSep 2025 to now
  3. World Investment Advisors, LLC Formerly Pensionmark Financial GrJun 2024 to Sep 2025
  4. World Investments, Inc.Jun 2024 to Sep 2025
  5. d/b/a Boston Harbor Wealth AdvisorsJan 2019 to Jun 2024
  6. Raymond James Financial Services Advisors, IncApr 2018 to Jun 2024
  7. d/b/a the Hamilton GroupApr 2018 to Dec 2018
  8. Raymond James Financial Services, IncFeb 2017 to Jun 2024
  9. Dh Smith Insurance AgencyFeb 2017 to Dec 2022
  10. Boston Harbor Wealth Advisors, LLCFeb 2017 to Oct 2018
  11. Lincoln Financial Securities CorporationFeb 2002 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law2000

State registrations

Registered as an investment adviser representative in 2 states (MA, TX).

Oneseven

Legal name: Mgo One Seven LLC

$7.7BAssets managed
16,335Clients
113Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2151720
Firm CRD
283087
Advisor's SEC record (opens in a new tab)
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