RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jeanne Kearns Hagar
- Title
- Wealth Advisorreportedonesevenadvisor.comfirm site, Sep 15, 2026
- Professional profile
- onesevenadvisor.com/staff/jeanne-hagarreportedonesevenadvisor.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Oneseven independent RIA currentsince Sep 8, 2025 · Mansfield, Ma
- World Investment Advisors, LLC otherJun 28, 2024 to Oct 8, 2025 · Moultonborough, Nh
- Raymond James Financial Services Advisors, Inc BD affiliatedApr 10, 2018 to Jun 28, 2024 · Mansfield, Ma
- Boston Harbor Wealth Advisors, LLC formerFeb 23, 2017 to Oct 30, 2018 · Acton, Ma
- Osaic Fs, Inc. formerMar 20, 2006 to Mar 8, 2017 · Mansfield, Ma
- World Investment Advisors, LLC to Onesevenleft Oct 8, 2025, registered Sep 8, 2025 (-30 days) · Other · moved with a team
- Raymond James Financial Services Advisors, Inc to World Investment Advisors, LLCleft Jun 28, 2024, registered Jun 28, 2024 (0 days) · corporate re-registration, not a move
- Boston Harbor Wealth Advisors, LLC to Raymond James Financial Services Advisors, Incleft Oct 30, 2018, registered Apr 10, 2018 (-203 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Osaic Fs, Inc. to Boston Harbor Wealth Advisors, LLCleft Mar 8, 2017, registered Feb 23, 2017 (-13 days) · Other · moved with a team
- Jeanne Kearns Hagar left World Investment Advisors, Llc for Oneseven (registered 2025-09-08)Oct 8, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address