Jared Joseph Gagne
Investment adviser representative at Claro Advisors Inc.
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
12 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Claro Advisors Inc.Nov 2022 to now
- Bank of America, N.A.Mar 2020 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Nov 2022
- The Nagler GroupDec 2019 to Jan 2020
- Saint Joseph's College of MaineSep 2017 to Aug 2018
- Dover School DistrictJun 2016 to Nov 2019
- Dover Ice ArenaMay 2016 to Oct 2018
- Saint Josephs CollegeAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Claro Advisors Inc.
$1.4BAssets managed
1,123Clients
19Advisers
12 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
- 7221011
- Firm CRD
- 160294