AdFi
JG

James Gerard Hageney Sr

Investment Adviser Representative at MMA Asset Management LLC

Conshohocken, PACRD #2436891Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

James Gerard Hageney Sr. is an investment adviser representative in Conshohocken, PA, currently registered with MMA Asset Management LLC and MMA Securities LLC. They have worked in the securities industry since 1994 and have been registered with 9 firms, including Centurion Asset Management, LLC and The Centurion Group, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.

Office

161 Washington Street, Suite 1200
Conshohocken, PA 19428

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania
Broker:
17 states and territories

Arizona, California, Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, Missouri, Montana, New Jersey, New York, Pennsylvania, Texas, Virginia, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/21/1997
Series 63
Uniform Securities Agent State Law Examination
Passed 1/17/1994
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/9/1998
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/14/1994

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

MMA Asset Management LLCCurrent
1/8/2020 – Conshohocken, PA
MMA Securities LLCCurrent
5/28/2019 – Conshohocken, PA
Centurion Asset Management, LLC
1/3/2011 – 12/31/2019Plymouth Meeting, PA
THE Centurion Group, LLC
1/3/2011 – 12/31/2019Plymouth Meeting, PA
NRP Advisors, Inc.
2/29/2008 – 12/1/2010Plymouth Meeting, PA
Sterling Investment Advisors Ltd.
5/31/2006 – 9/2/2009Berwyn, PA
NRP Financial, Inc.
3/30/2007 – 10/20/2008Plymouth Meeting, PA
IFG Russell Advisors Inc
3/13/1998 – 6/6/2007Berwyn, PA
American Financial Management Group, Ltd.
5/5/1998 – 11/16/2006Berwyn, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. THE Centurion Group
    Nov 2010 – Apr 2019Plymouth Meeting, PA
  2. Centurion Asset Management
    Nov 2010 – no end date reportedPlymouth Meeting, PA
  3. Purshe Kaplan Sterling Investments
    Nov 2014 – no end date reportedAlbany, NY
  4. MMA Securities LLC
    May 2019 – no end date reportedConshohocken, PA
  5. MMA Agency
    May 2019 – no end date reportedConshohocken, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About MMA Asset Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Marsh McLennan Agency offers wealth management, asset management, business insurance, employee health and benefits, retirement and wealth planning, and private client insurance solutions. Wealth management services include one-on-one advisory, personalized investment management, comprehensive financial planning, and protection planning. Business insurance services include analytics and benchmarking, casualty, captives and alternative risk, claims management, and business income and contingent business interruption planning.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementAsset ManagementBusiness InsuranceEmployee Health And BenefitsRetirement PlanningRisk ManagementInvestment ManagementFinancial PlanningCaptives And Alternative RiskClaims ManagementAnalytics And Benchmarking

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
18
Offices listed on AdvisorFinder:
3
Main office:
Conshohocken, PA
SEC file number:
801-71975

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 30, 2026

View full firm profile

Other advisors at MMA Asset Management LLC

Showing 12 of 18 in the directory

View MMA Asset Management LLC firm profile

Similar advisors in Conshohocken, PA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Gerard Hageney Sr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched