A complete list of active advisors currently associated with J.D. Gagnon, Inc.

Warmer can help you find a great advisor at J.D. Gagnon, Inc. or one who fits your needs even better.

The firm provides discretionary investment management to individuals, trusts, estates, charitable organizations, businesses, and pension and profit-sharing plans. It offers ongoing portfolio management across equities, fixed income, money market instruments, mutual funds and ETFs, with periodic reporting to clients. The adviser pursues an actively managed, value-oriented equity strategy concentrated in roughly 15–25 stocks and applies both fundamental and technical analysis to identify opportunities. Portfolios are managed with a long-term time horizon, may include short sales, margin or options when suitable, and trades are generally executed through Charles Schwab; fees are charged as a percentage of assets and billed quarterly. Compared with many solo independent firms, this adviser also manages pension/profit-sharing plans and provides portfolio management for institutional clients, which is uncommon for a one-advisor practice with a relatively small client base and $37.7 million in discretionary assets. The firm’s principal has completed the Chartered Financial Analyst program and brings multi-decade investment experience, supporting a small, concentrated advisory practice that combines institutional-level services with individualized account management.

To learn more about the advisors currently working at J.D. Gagnon, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.