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Jacob Martin Jaegle

Maia Wealth

Denver, CO

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Current Employers
Maia Wealth

1331 17Th Street Suite 800, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-03-05
  • CO RA
    APPROVED
    Since 2024-03-05

Branch Locations

1331 17Th Street Suite 800, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Personal Capital Advisors Denver CO 04/2014 06/2018
Raymond James Financial Services, Inc. Greenwood Village CO 06/2018 08/2018
Raymond James Financial Services, Inc. Greenwood Village CO 08/2018 06/2020
M.J. Smith And Associates Greenwood Village CO 06/2018 06/2020
Mercer Global Advisors Inc. Greenwood Village CO 07/2020 02/2022
Moneta Group Investment Advisors, Llc St. Louis MO 02/2022 03/2024
Maia Wealth Denver CO 03/2024 Present
  • 04/2014 → 06/2018
    Personal Capital Advisors
    Denver, CO
  • 06/2018 → 08/2018
    Raymond James Financial Services, Inc.
    Greenwood Village, CO
  • 08/2018 → 06/2020
    Raymond James Financial Services, Inc.
    Greenwood Village, CO
  • 06/2018 → 06/2020
    M.J. Smith And Associates
    Greenwood Village, CO
  • 07/2020 → 02/2022
    Mercer Global Advisors Inc.
    Greenwood Village, CO
  • 02/2022 → 03/2024
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
  • 03/2024 → Present
    Maia Wealth
    Denver, CO
Previous Registrations
Other Businesses

INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TRADING HOURS TIME SPENT= 15 HOURS PER MONTH

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-12-11
  • S63 Uniform Securities Agent State Law Examination
    2018-12-11
Designations
Other Names
  • Jacob Jaegle

View on SEC IAPD

Other Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
DREAM U.S. MANAGER LLC
KSL CAPITAL PARTNERS
CIBC PRIVATE WEALTH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz
STEVEN SEARES MURRAY
ANGELA LEACH PIZZICHINI
TANISHA MARIE SIMON
BRET ALLEN ROBERTS
NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

More in Denver, CO

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