Jan P. Hagemeier
Professional summary
Jan Patric Hagemeier is a registered financial advisor currently at BOSTON HARBOR INVESTMENT MANAGEMENT located in Vero Beach, Florida.
Jan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Jan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jan Patric Hagemeier's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2022 - Present
BOSTON HARBOR INVESTMENT MANAGEMENT
December 7, 2000 - May 9, 2018
SANFORD C. BERNSTEIN & CO., LLC
May 11, 1999 - December 7, 2000
SANFORD C. BERNSTEIN & CO., INC.
January 5, 1988 - April 27, 1999
DEUTSCHE BANK SECURITIES INC.
January 1, 1988 - January 7, 1988
L. F. ROTHSCHILD & CO. INCORPORATED
November 18, 1986 - December 14, 1987
L. F. ROTHSCHILD & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/4/2022)
Exams
Series 8
Date: 4/30/1996
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
BOSTON HARBOR INVESTMENT MANAGEMENT
CRD#: 165554 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 16,529,748 |
Red Flags
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