J. Agan Email & Phone Number
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J. Agan Location
- Hilliard, OH, US
J. Agan Work
- 2025 -now Financial Services Professional @ Self-employed
- 2023 -2025 Wealth Manager @ Pinnacle Wealth Planning Services
- 2023 -2024 Wealth Management Advisor @
- 2019 -2023 Senior Vice President - Financial Planning @
- 2019 -2023 Director of Financial Planning @
- 2016 -2023 Vice President, Investment Advisor Representative @
- 2018 -2019 Director of Financial Planning @
- 2013 -2017 Private Wealth Manager @
- 2013 -2016 Private Wealth Manager @
- 2011 -2012 Vice President, Wealth Management Consultant @
- 2011 -2012 Vice President of Wealth Management @
- 2007 -2011 Associate Vice President @
- 2007 -2011 Vice President Financial Services @ AXA Distributors, LLC
- 2000 -2007 Business Consultant and Retirement Income Planning Director @
- 2005 -2007 Director of Services @ Nationwide Retirement Solutions
- 2000 -2005 Business Consultant @ Nationwide Retirement Solutions
J. Agan Education
- Capital University
BA (Wealth Mgmt)
1998-2003 - Capital University
Bachelor of Arts (Finance and Financial Management Services)
- The Wharton School
Certificate of Undergraduate Studies (Regional and Urban Development)
- United States Marine Corps
Cryptologist and Intelligence
J. Agan Skills
- Certified Financial Planner
- Leadership
- Military Families
- Coaching
- Client Relations
- Written Communication
- Presentation Skills
- Communication
- PWM
- Business Relationship Management
- Business Development
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Investment Advisory
- Investment Management
- Financial Planning
- Retirement
- Financial Services
- Mutual Funds
- Financial Advisory
- FINRA
- Series 7
- Defined Contribution
- Wealth Management Services
- Financial Planners
- Estate Planning
- Recruiting
- Employee Benefits
- Wealth
J. Agan Summary
- J. Agan, based in Hilliard, OH, US, is currently a Financial Services Professional at Self-employed. J. Agan brings experience from previous roles at Pinnacle Wealth Planning Services, Pinnacle Advisors and Edelman Financial Engines. J. Agan holds a 1998 - 2003 BA in Wealth Mgmt @ Capital University. With a robust skill set that includes Certified Financial Planner, Leadership, Military Families, Coaching, Client Relations and more. J. Agan has 1 emails and 1 mobile phone numbers on RocketReach.
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