James Kevin taylor Veillon
Investment adviser representative at J. Hagan Capital, Inc.
8 yearsExperience
1 stateRegistered in
$341.8MFirm assets
5 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
8 years in the industry.
- J. Hagan Capital, Inc.Jun 2024 to now
- Matthew James Tax & Wealth ManagementJun 2024 to now
- Massmutual Life Insurance CoApr 2024 to Jun 2024
- MML Investors Services, LLCApr 2024 to Jun 2024
- State Farm Vp Management Corp.Oct 2021 to Mar 2024
- Bruce Montesano Insurance AgencyJan 2021 to Mar 2024
- Lhc Group - Louisiana Family Fitness CenterJun 2019 to Dec 2020
- Louisiana State University - ShreveportAug 2017 to Dec 2018
- St. Landry Parish School BoardAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 7443571
- Firm CRD
- 168467