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Jeanne Kearns Hagar

Investment Adviser Representative at Oneseven

Mansfield, MACRD #2151720Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
Exams Passed
6

Professional summary

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

Jeanne Kearns Hagar is an investment adviser representative with Oneseven in Mansfield, MA, where they have been registered since 2025. They have worked in the securities industry since 1991 and have been registered with 5 firms, including World Investment Advisors, LLC and Raymond James Financial Services Advisors, Inc. They have passed 6 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 Massachusetts and Texas.

Registrations & licenses

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

Florida, Massachusetts, New Hampshire, New Jersey, Rhode Island, South Carolina

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 1/28/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 7/14/1992
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/26/2018
Series 62
Corporate Securities Limited Representative Examination
Passed 2/11/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/5/1991

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Fortune Financial Services, Inc.Current
9/9/2025 – Mansfield, MA
OnesevenCurrent
9/8/2025 – Mansfield, MA
World Investment Advisors, LLC
6/28/2024 – 10/8/2025Moultonborough, NH
Raymond James Financial Services Advisors, Inc
4/10/2018 – 6/28/2024Mansfield, MA
Boston Harbor Wealth Advisors, LLC
2/23/2017 – 10/30/2018Acton, MA
Lincoln Financial Securities Corporation
3/20/2006 – 3/8/2017Mansfield, MA

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. Lincoln Financial Securities
    Feb 2002 – Mar 2017Mansfield, MA
  2. Raymond James Financial Services, Inc
    Feb 2017 – Jun 2024Mansfield, MA
  3. Boston Harbor Wealth Advisors, LLC
    Feb 2017 – Oct 2018Acton, MA
  4. d/b/a The Hamilton Group
    Apr 2018 – Dec 2018Mansfield, MA
  5. Raymond James Financial Services Advisors, Inc
    Apr 2018 – Jun 2024Mansfield, MA
  6. DH Smith Insurance Agency
    Feb 2017 – Dec 2022Mansfield, MA
  7. World Investments, Inc.
    Jun 2024 – Sep 2025Lincroft, NJ
  8. World Investment Advisors, LLC Formerly Pensionmark Financial Gr
    Jun 2024 – Sep 2025Santa Barbara, CA
  9. OneSeven
    Sep 2025 – no end date reportedBeachwood, OH
  10. Fortune Financial Services, Inc
    Sep 2025 – no end date reportedMansfield, MA
  11. Lincoln Financial Securities Corporation
    Mar 2006 – Feb 2017Mansfield, MA
  12. d/b/a Boston Harbor Wealth Advisors
    Jan 2019 – Jun 2024Mansfield, MA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Oneseven

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
118
Offices listed on AdvisorFinder:
27
Main office:
Beachwood, OH
SEC file number:
801-107829

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

Form ADV data as of April 22, 2026

View full firm profile

Other advisors at Oneseven

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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. Jeanne Kearns Hagar 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.

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Jeanne Kearns Hagar (Fortune Financial Services)