Edward John Jaeger

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 05/2019
  Lpl Financial Llc
  Madison, WI
• 12/2010 → 02/2025
  Independent Financial Partners
  Madison, WI
• 05/2015 → 02/2025
  Canary Wealth Management
  Madison, WI
• 05/2019 → 05/2025
  Ifp Securities, Llc
  Madison, WI
• 05/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2010-12-13 → 2025-06-05
  Independent Financial Partners
  Madison, WI
• 2007-04-02 → 2010-12-08
  Harbour Investments, Inc.
  Middleton, WI
  Madison, WI
  Madison, WI
• 2005-01-10 → 2005-12-31
  401Kdesign, Llc
  Madison, WI
• 2004-09-01 → 2005-02-24
  Financial Planning Services, Inc
  Madison, WI

Other Businesses

1. MADISON ST. PATRICKS DAY PARADE, Madison WI 53704, United States, 12/16/2024, Board Member, NIR, 1HR/MO - 0 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 05/14/2025 3. CANARY WEALTH STRATEGIES, 1228 E Washington, Madison WI 53703, 05/2025, Founder, DBA Name, NIR, 160 HR/MO, 160 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  1998-09-24