Jared Gagne (CRD# 7221011) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 4 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Claro Advisors LLC | Boston, MA | Nov 2022 - Current | 1 |
| Bank Of America, N.a. | Newton, MA | Mar 2020 - Nov 2022 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton, MA | Jan 2020 - Nov 2022 | 2 |
| The Nagler Group | Portsmouth, NH | Dec 2019 - Jan 2020 | < 1 |
| Dover School District | Dover, NH | Jun 2016 - Nov 2019 | 3 |
| Saint Josephs College | Standish, ME | Aug 2015 - May 2019 | 3 |
| Dover Ice Arena | Dover, NH | May 2016 - Oct 2018 | 2 |
| Saint Joseph's College Of Maine | Standish, ME | Sep 2017 - Aug 2018 | < 1 |
| Full-time Education | Dover, NH | Jan 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- MA
-
Total Assets Under Management1,020MILLIONS
-
Total Number of Accounts3,282ACCOUNTS
-
Average Account Value$310,676
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CT, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, WA
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