Jarrod Hageman (CRD# 4235703) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sugar Land, TX and has over 23 years of experience in the finance industry. Jarrod Hageman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Sugar Land, TX | May 2023 - Current | 1 |
| Raymond James Financial Services Advisors, Inc. | Sugar Land, TX | May 2023 - Current | 1 |
| The Noble Group | Sugar Land, TX | May 2023 - Current | 1 |
| Lpl Financial, LLC | Houston, TX | Nov 2015 - Current | 8 |
| Zions First National Bank | Houston, TX | Oct 2015 - Current | 8 |
| Amegy Investments, Inc. | Houston, TX | Nov 2009 - Jun 2016 | 6 |
| Amegy Bank N.a. | Houston, TX | Sep 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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