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John Douglas Clagett

One Capital Management, LLC

Fort Collins, CO

Westlake Village, CA

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Current Employers
One Capital Management, Llc

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-10-13
  • CO RA
    APPROVED
    Since 2021-10-13

Branch Locations

145 North College Avenue Suite G, Fort Collins, CO 80524 • United States

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nations Financial Group, Inc. Fort Collins CO 11/2009 10/2021
2Four2 Llc Ft Collins CO 03/2014 06/2019
Crump Life Insurance Ft Collins CO 11/2009 01/2025
One Capital Management, Llc Ft. Collins CO 10/2021 Present
Q4 Wealth Management, Inc Ft. Collins CO 11/2009 12/2025
  • 11/2009 → 10/2021
    Nations Financial Group, Inc.
    Fort Collins, CO
  • 03/2014 → 06/2019
    2Four2 Llc
    Ft Collins, CO
  • 11/2009 → 01/2025
    Crump Life Insurance
    Ft Collins, CO
  • 10/2021 → Present
    One Capital Management, Llc
    Ft. Collins, CO
  • 11/2009 → 12/2025
    Q4 Wealth Management, Inc
    Ft. Collins, CO
Previous Registrations
  • 2009-11-06 → 2021-10-13
    Nations Financial Group, Inc.
    Cedar Rapids, IA
    Fort Collins, CO
  • 2002-12-09 → 2009-11-06
    Cascade Financial Management, Inc.
    Fort Collins, CO
    Ft Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-16
S63 Uniform Securities Agent State Law Examination 1993-10-27
  • S66 Uniform Combined State Law Examination
    2002-05-16
  • S63 Uniform Securities Agent State Law Examination
    1993-10-27

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO
GRADIENT ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
AE WEALTH MANAGEMENT, LLC · Fort Collins, CO
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