Jake Charles Maclean
Investment adviser representative at Hartford Funds
12 yearsExperience
1 stateRegistered in
$152.1BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Hartford FundsSep 2022 to now
- Hartford Funds Management Company, LLCSep 2022 to now
- Hartford Funds Distributors, LLCSep 2019 to now
- MusicianJan 2014 to now
- Raymond James Financial Services Advisors Inc.Oct 2017 to Sep 2022
- Raymond James Financial Services, Inc.Jun 2017 to Sep 2022
- Fulton Fnancial AdvisorJun 2017 to Oct 2019
- Fulton BankMay 2017 to Sep 2022
- Spinnaker Search Group, LLC.Jan 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hartford Funds
Legal name: Hartford Funds Management Company, LLC
$152.1BAssets managed
75Clients
48Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6185707
- Firm CRD
- 147746