Mark JaegerCRD Number: 1308398
Current Firm: Appropriate Balance Financial Services Inc.
Mark Jaeger (CRD# 1308398) is an Investment Advisor Representative working at Appropriate Balance Financial Services Inc. in Bellevue, WA and has over 16 years of experience in the finance industry. Mark Jaeger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brighton Jones LLC
|Private Client Services LLC||Louisville, KY||Jan 2014 - Current||4|
|Appropriate Balance Financial Services Inc.||Bellevue, WA||Mar 2011 - Current||6|
|Pacific West Securities, Inc.||Renton, WA||Jun 2011 - Feb 2012||< 1|
|Investment Think Tank LLC||Mill Creek, WA||Dec 2009 - Mar 2011||1|
|Moss Adams Securities & Insurance LLC||Seattle, WA||Nov 2001 - Dec 2009||8|
|Moss Adams Wealth Advisors LLC||Seattle, WA||Jul 1999 - Dec 2009||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2005|
|S65||NASAA Investment Advisors Law Examination||Feb 2002|
Total Assets Under Management307MILLIONS
Total Number of Accounts905ACCOUNTS
Average Account Value$338,785
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, DC, FL, ID, IL, OR, PA, TX, WA
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