Jude Hage, financial advisor Smithfield RI

Jude Hage

CRD Number: 7050775
Current Firm: Fidelity Personal And Workplace Advisors

Jude Hage (CRD# 7050775) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Smithfield, RI Sep 2022 - Current 1
Robert Half Hartford, CT Jun 2022 - Sep 2022 < 1
Harkness Memorial State Park Waterford, CT Apr 2016 - Jun 2022 6
Town Of Ledyard Ledyard, CT Aug 2021 - May 2022 < 1
University Of Connecticut Hartford, CT Jan 2020 - May 2022 2
Aldi South Windsor, CT Jun 2021 - Aug 2021 < 1
University Of Connecticut Storrs, CT Aug 2017 - May 2021 3
The Home Depot Waterford, CT Dec 2020 - Mar 2021 < 1
Northwestern Mutual New Haven, CT Jan 2019 - Feb 2020 1
Environmental Generation LLC Quaker Hill, CT Dec 2016 - Dec 2018 2
Ivory Ella Westerly, RI Nov 2017 - Dec 2017 < 1
Waterford High School Waterford, CT Aug 2013 - Jun 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2023
S66 NASAA Uniform Combined State Law Examination Nov 2023
Contact Info for Jude Hage
Phone Number: 617-563-7000
Registered State(s):
  • CT
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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