Ronald Evan Jaeger

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2011 → 07/2019
  Commonwealth Financial Network
  Waltham, MA
• 10/2011 → Present
  Jaeger Wealth Management
  Rumson, NJ
• 07/2019 → Present
  Lpl Financial
  Rumson, NJ

Previous Registrations

• 2011-11-16 → 2019-07-12
  Commonwealth Financial Network
  Rumson, NJ
  Waltham, MA
• 2003-01-24 → 2011-10-28
  Westport Capital Markets, Llc
  Rumson, NJ
  Westport, CT
  Westport, CT
• 1998-02-28 → 2003-01-29
  Prudential Equity Group, Llc
  Westport, CT

Other Businesses

7/12/2019 - DBA for LPL Business (entity for LPL business) - JAEGER WEALTH MANAGEMENT (LLC) - Investment Relatedated - 95% - Rumson, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-08-02
• S65 Uniform Investment Adviser Law Examination
  1993-07-08
• S63 Uniform Securities Agent State Law Examination
  1993-06-15

Other Names

• Ronald Evan Jaeger