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Jared Joseph Gagne

Claro Advisors, LLC

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About Jared Joseph Gagne

Jared Joseph Gagne is an investment advisor representative at Claro Advisors, LLC. Jared has been in the financial services industry since February 2020 and has a Series 63, Series 66, Series 7TO, and SIE. Before joining Claro Advisors, LLC, Jared worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jared specializes in providing financial planning, portfolio management, and selection of other advisers for individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, and pooled investment vehicles. Jared has a degree in business administration from Saint Joseph's College of Maine.

Firm Information

Jared Gagne is currently registered with Claro Advisors, LLC. Claro Advisors, LLC is a Boston, MA-based registered investment advisor with approximately $1 billion in regulatory assets under management. The firm provides investment advisory services to a range of clients, including individuals, corporations, charities, and pooled investment vehicles. Claro Advisors specializes in financial planning, pension consulting, selection of other advisors, and portfolio management. They have a team of 17 investment advisor representatives and 8 licensed agents.
Claro Advisors, LLC

100 HIGH STREET

BOSTON, MA 02110

$1.02B

Assets Under Management

11

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jared Gagne’s Registration & Firm History

MA

11/17/2022 - Present

Claro Advisors, LLC (BOSTON MA)

MA

02/29/2020 - 11/15/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)

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Licenses & Designations

BOTH

Issued 10/30/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Joseph Gagne.
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