Richard Jaeger (CRD# 1338806) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Garden City, NY and has over 38 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisors Asset Management, Inc. | Monument, CO | Feb 2023 - Current | 1 |
| Hennion & Walsh, Inc. | Parsippany, NJ | Oct 2016 - Feb 2023 | 6 |
| First Trust Portfolios LP | Wheaton, IL | Apr 2007 - Oct 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- NJ
- NY
-
Total Assets Under Management3,854MILLIONS
-
Total Number of Accounts1,767ACCOUNTS
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Average Account Value$2,180,894
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, VT, WA, WI, WY
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