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James V

Series 65

Lafayette, LA

J. Hagan Capital, Inc.

James Veillon is a Series 65-licensed advisor at J. Hagan Capital, Inc. with four years of industry experience. His career includes roles at Matthew James Tax & Wealth Management, MassMutual Life Insurance, State Farm VP Management Corp., and the Bruce Montesano Insurance Agency. J. Hagan Capital is a registered investment adviser serving individuals, high-net-worth clients, trusts, and estates, offering portfolio management, financial and tax planning, and access to alternative investments. The firm constructs customized portfolios across traditional and alternative asset classes with a long-term orientation and integrates tax and estate planning through in-house accounting and legal professionals.

Private / alternative investments Real estate investing Retirement income strategy Tax strategies for small businesses General estate planning guidance Founder/Business Owner
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