Jason YaegerCRD Number: 3006294
Current Firm: Umpqua Investments, Inc.
Jason Yaeger (CRD# 3006294) is an Investment Advisor Representative working at Umpqua Investments, Inc. in Medford, OR and has over 18 years of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|Umpqua Investments, Inc.||Portland, OR||Nov 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 1999|
Total Assets Under Management543MILLIONS
Total Number of Accounts2,318ACCOUNTS
Average Account Value$234,062
- A percentage of assets under your management
- 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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WI