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John Haugh

Advisor at HYJC Capital of WNY

Updated today

Location

Lakeville, NY 14480

Credentials

CFP®, Series 63

Industry experience

28 years

About

John Haugh is a CFP® with 28 years of experience in the financial industry. He is currently with HYJC Capital of WNY, where he has worked since 2023, and has prior experience at HNP Capital LLC, LPL Financial LLC, and Five Star Bank. HYJC Capital of WNY provides advisory services to individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management and financial planning. The firm’s investment approach includes cyclical and fundamental analysis along with modern portfolio theory, delivering both discretionary and non-discretionary management with regular monitoring and reviews.

Client services

Based on HYJC Capital of WNY

Financial planning Portfolio management

Expertise

Based on HYJC Capital of WNY

Options & derivatives strategies Annuities

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Fee options

Fixed

Fixed financial planning fees ranging from $150 to $2,650

Percentage

1.50% annually

Commissions

Commissions are accepted by certain representatives for sales of investment and insurance products, but commissions are not the firm's primary source of compensation.

Location

5989 Big Tree Rd

Lakeville, NY 14480

Most active in

Florida · Louisiana · New York · Texas

Work history

HYJC Capital of WNY, LLC

2023 - Present (3 years)

HNP Capital LLC

2021 - 2023 (2 years)

LPL Financial

2013 - Present (13 years)

Five Star Bank

2000 - 2023 (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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