Edward JaegerCRD Number: 3090501
Current Firm: Independent Financial Partners
Edward Jaeger (CRD# 3090501) is an Investment Advisor Representative working at Independent Financial Partners in Madison, WI and has over 18 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Canary Wealth Management||Madison, WI||May 2015 - Current||1|
|Lpl Financial LLC||Madison, WI||Dec 2010 - Current||5|
|Independent Financial Partners||Madison, WI||Dec 2010 - Current||5|
|Harbour Investments, Inc.||Madison, WI||Apr 2007 - Dec 2010||3|
|Vista Wealth Management||Middleton, WI||Apr 2007 - Dec 2010||3|
|Waterstone Financial Group||Itasca, IL||Feb 2005 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 1998|
Total Assets Under Management4,348MILLIONS
Total Number of Accounts24,542ACCOUNTS
Average Account Value$177,153
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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