James Lester Hager

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 06/2024
  Securities America Inc.
  Apex, NC
• 05/2016 → 06/2024
  Securities America Advisors
  Apex, NC
• 06/2024 → Present
  Osaic Wealth, Inc.
  Apex, NC
• 04/2025 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2016-05-20 → 2024-06-14
  Securities America Advisors, Inc.
  Cary, NC
  Apex, NC
• 2004-02-11 → 2016-06-06
  Woodbury Financial Services, Inc.
  Raleigh, NC
  Cary, NC
  Raleigh, NC
• 2002-06-27 → 2004-02-10
  Msi Financial Services, Inc.
  Raleigh, NC

Other Businesses

1. FIXED INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 2021 SHEPHERDS VINEYARD DR STE 100 APEX, NC 27502; SALES AND SERVICE OF NON-VARIABLE INSURANCEPRODUCTS; AGENT; 07/25/1997; 10 HRS/MONTH; 10 HRS DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS 2. HAGER FINANCIAL; INVESTMENTRELATED; 111 DUNDEE CT, CARY NC 27511; S CORP FOR LIMITED LIABILITY BENEFITS; OWNER; S CORP; 1/2013; 5 HRS/MONTH; 5 HOURS DURING TRADING; S CORP TO ALLOW THEPROTECTION OF LIMITED LIABILITY BUT DIRECT FLOW THROUGH OF PROFITS AND LOSSES 3. JAMES L. HAGER JR; NOT INVESTMENT RELATED; SHEPARD MOUNTAIN ROAD,SANDSTONE, WV 25985; LAND OWNERSHIP FOR SALE OF TIMBER; 3/2017; 1 HR/MONTH; 0 HOURS DURING TRADING; PURCHASED RAW LAND IN WV TO SELL TIMBER ON THE LAND IN 2017 4. FIXED AND INDEXED ANNUITY SALES AND SERVICE; INVESTMENT RELATED; 2021SHEPHERDS VINEYARD DR STE 100 APEX, NC 27502; SALES AND SERVICE OF FIXED AND INDEXED ANNUITIES THROUGH IMO, HIGHLAND CAPITAL; 9/2020; 10 HRS/MONTH; 10 HOURSDURING TRADING; SALES AND SERVICE OF FIXED AND INDEXED ANNUITIES THROUGH IMO, HIGHLAND CAPITAL 5. JSEA 2021 SV LLC; INVESTMENT RELATED; 111 DUNDEE COURT,CARY, NC 27511; COMMERCIAL REAL ESTATE PROPERTY OWNERSHIP; 8/2022; 3 HRS/MONTH; 0 HOURS DURING TRADING; PURCHASE AND OWNERSHIP OF A COMMERCIAL REALESTATE BUILDING THAT IS USED AS THE PRIMARY PLACE OF BUSINESS 6. JH HOLDCO POSITION: Owner NATURE: An S Corp to allow the protection of limited liability but direct flow-through of profits and losses INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2013 ADDRESS: 111 Dundee Ct, Cary NC 27511, United States DESCRIPTION: Owner of S Corp for limited liability benefits 7. ONEDIGITAL INVESTMENT ADVISORS POSITION: Senior VP, Wealth Management NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2025 ADDRESS: 2021 Shepherds Vineyard Dr, Ste 100, APEX NC 27502, United States DESCRIPTION: Supervising advisor for branch, oversee all other licensed advisors, face to face client meetings, reviews, make investment decisions with client input, financial planning, bustiness development 8. ONE DIGITAL POSITION: FP NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/11/2026 ADDRESS: 2021 SHEPHERD'S VINEYARD DRIVE, SUITE 100, APEX NC 27502, United States DESCRIPTION: Investment Advisory 9. JAMES L HAGER, JR POSITION: Agent NATURE: Life Insurance Sales through Highland Capital INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2020 ADDRESS: 2021 SHEPHERD'S VINEYARD DRIVE, Suite 100, APEX NC 27502, United States DESCRIPTION: Selling fixed and indexed annuities though IMO, Highland Capital

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-09
• S63 Uniform Securities Agent State Law Examination
  1997-05-29

Designations

• Certified Financial Planner

Other Names

• James Lester Hager
• Jay Hager