Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jager is a financial advisor with Wells Fargo Clearing Services, LLC. David has been in the financial services industry since 1994. David holds Series 7, 63, and 65 licenses. He is registered to provide investment advisory and brokerage services in Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Louisiana, Maryland, Massachusetts, Mississippi, Missouri, Nevada, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Washington. David has worked with a variety of clients including individuals, businesses, institutions, and charitable organizations. David is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/01/2018 - Present
Wells Fargo Clearing Services, LLC (PALM DESERT CA)
CA
06/10/2003 - 02/01/2007
ATLAS SECURITIES, LLC (HEMET CA)
CA
05/02/2001 - 06/10/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
03/16/1998 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
08/07/1997 - 01/28/1998
FIRST WALL STREET CORP. (LA JOLLA CA)
NY
09/03/1996 - 08/18/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
05/03/1995 - 08/28/1996
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
OH
07/13/1994 - 03/31/1995
A. T. BROD & CO. INC. (CLEVELAND OH)
IA
05/06/1994 - 07/19/1994
DICKINSON & CO. (DES MOINES IA)
IA
Issued 12/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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