Jason James 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

• 07/2006 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 05/2006 → Present
  American Federal Bank
  Fargo, ND
• 02/2018 → Present
  Lpl Financial Llc
  Fargo, ND

Previous Registrations

• 2006-10-10 → 2018-02-14
  Invest Financial Corporation
  Fargo, ND

Other Businesses

1. 02/14/2018 - American Federal Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 02/14/2018 - No Business Name - Investment Related - DENT, MN - Real Estate Rental - Owner - 1 Hours Per Month. 3. 02/14/2018 - MVP FINANCIAL SERVICES, INC - Investment Related - 322 BROADWAY, FARGO, ND - Non-Variable Insurance - Start Date 03/01/07. 4. 04/18/2019 - American Federal Bank - Investment related - At reported business location(s) - Financial Institution Duty - start date:06/20/2018 - 130 hrs/mo - 130 hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-03
• S63 Uniform Securities Agent State Law Examination
  1999-05-27