Jonathan Hagan Hicks
Investment adviser representative at J. Hagan Capital, Inc.
13 yearsExperience
5 statesRegistered in
$341.8MFirm assets
5 yearsFirm in business
Are you Jonathan Hagan Hicks? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- J. Hagan Capital, Inc.Jun 2018 to now
- Jhw Tax Enterprises, LLCNov 2013 to Mar 2018
- Louisville Empire East, LLCNov 2013 to Mar 2018
- Louisville Empire West, LLCNov 2013 to Mar 2018
- J. Hagan Warren Capital Partners LimitedJul 2013 to Jun 2018
- J. Hagan Warren Capital Holdings, Inc.Jun 2013 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 5 states (IN, KY, LA, TX, VA).
J. Hagan Capital, Inc.
$341.8MAssets managed
876Clients
5Advisers
5 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
- 4492684
- Firm CRD
- 168467