Jared B. Hagen

XA INVESTMENTS

CHICAGO, IL 60654

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CRD#: 7083497

Professional summary

Jared Bradley Hagen is a registered financial advisor currently at XA INVESTMENTS located in Chicago, Illinois and XMS CAPITAL PARTNERS, LLC located in Chicago, Illinois.

Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jared has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Bradley Hagen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 25, 2025 - Present

XA INVESTMENTS

Office #1: 321 N. Clark Street Suite 2430, Chicago, IL 60654

RIA

CRD#: 284005

CHICAGO, IL

Current

August 6, 2024 - Present

XMS CAPITAL PARTNERS, LLC

Office #1: 321 N Clark Street Suite 2440, Chicago, IL 60654

CRD#: 142871

Chicago, IL

Past

May 5, 2021 - July 17, 2024

THRIVENT ASSET MANAGEMENT, LLC

RIA

CRD#: 137751

Minneapolis, MN

Past

May 5, 2021 - July 17, 2024

THRIVENT DISTRIBUTORS, LLC

CRD#: 179512

Minneapolis, MN

Past

March 15, 2021 - May 6, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

MINNEAPOLIS, MN

Past

January 12, 2021 - May 6, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

XA INVESTMENTS

XA INVESTMENTS | XA INVESTMENTS LLC

CRD#: 284005 / SEC#: 801-110653

RIA

Registered Investment Advisory firm - (8/10/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Illinois
(8/6/2024)

IAR

Illinois
(3/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/12/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/11/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/24/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

XA INVESTMENTS

XA INVESTMENTS | XA INVESTMENTS LLC

CRD#: 284005 / SEC#: 801-110653

RIA

Registered Investment Advisory firm - (8/10/2017 Approved)

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Contact information

Main Address

321 N. Clark Street Suite 2430, Chicago, IL 60654

Mailing Address

Phone number

(312) 374-6930

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 950,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jared B. Hagen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Bradley Hagen's CRS (Customer Relationship Summary).

Certified licenses

Experience

XMS CAPITAL PARTNERS, LLC

THRIVENT ASSET MANAGEMENT, LLC

THRIVENT DISTRIBUTORS, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

XA INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/12/2021

Series 7TO

Date: 1/11/2021

SIE

Date: 11/24/2020

FINRA

Current Firm

XA INVESTMENTS

Contact information

SEC notice filing (1 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

XA INVESTMENTS

TRUST BUT VERIFY

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