JO
JO
John O'hagan is a registered investment advisor, based in Bethlehem, PA, with 24 years of industry experience.
Location
1429 West Broad Street, Bethlehem, PA, 18018
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Regulatory History (2)
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Customer Dispute
January 2020Settled
Customer Dispute
March 2018Closed-No Action
Other Business ActivitiesSells Insurance
John is the owner/president of O'Hagan Group Inc., an RIA, and manages client accounts, dedicating nearly full-time hours to this. He also sells fixed insurance and annuities as an agent for PKS Financial, spending a few hours per week on this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2021 - Present · 4 yrs 7 mos
O'hagan Group, INC.
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Arbor Point Advisors
November 2020 - September 2021 · 10 mos
Securities America, INC.Broker
November 2020 - September 2021 · 10 mos
Kms Financial Services, INC.Broker
January 2016 - November 2020 · 4 yrs 10 mos
Kms Financial Services, INC
September 2013 - November 2020 · 7 yrs 2 mos
Pks Advisory Services, LLC
August 2009 - December 2013 · 4 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2009 - January 2016 · 6 yrs 5 mos
Raymond James Financial Services Advisors, INC
January 2009 - August 2009 · 7 mos
Raymond James Financial Services
January 2006 - January 2009 · 3 yrs
Integrated Asset Management, INC.
March 2004 - December 2005 · 1 yr 9 mos
Raymond James Financial Services
November 2003 - February 2005 · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
October 2003 - August 2009 · 5 yrs 10 mos
Walnut Street Securities, INC.Broker
July 2003 - October 2003 · 3 mos
A. G. Edwards & Sons, INC.Broker
August 1989 - June 1990 · 10 mos
Edward D. Jones & CO., L.P.Broker
October 1987 - September 1988 · 11 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.