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Advisors / Connecticut / West Hartford
5yrs

Jared Kahn

Financial advisor at Strategic Advisers

Jared Kahn is a fiduciary financial advisor in West Hartford, Connecticut, with 5 years in the industry. Jared joined Strategic Advisers in 2025, after a year at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

One of 358 advisors with offices in West Hartford, and one of 324 fiduciaries.

West Hartford, CT 06107Fiduciary advisor

At a glance

Experience5 years (since 2022)
How that compares ?5 years in the industry
Office29 S Main Street Suite A02 Town Center, West Hartford, CT 06107
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Mar 2025 – now
  2. Jan 2024 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Questions to ask Jared

Tailored to Jared’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Jared

How do I contact Jared?

Call Strategic Advisers at (617) 563-7000 and ask for Jared Kahn. Jared works from the West Hartford, CT office.

How long has Jared been a financial advisor?

Jared has been in the industry since 2022, about 5 years. 5 years in the industry.

What licenses does Jared hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Jared a fiduciary?

Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jared paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jared for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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