Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward John Jaeger is a financial advisor with over 20 years of experience in the industry. Edward currently works for Independent Financial Partners, a firm with offices in Tampa, Florida and Madison, Wisconsin. Edward is a registered representative in several states including Wisconsin, Illinois, Iowa, and Colorado. Edward has specialized in a variety of areas including financial planning, investment management, and pension consulting. Edward is also a registered investment advisor and provides non-discretionary investment advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
WI
12/13/2010 - Present
Independent Financial Partners (MADISON WI)
WI
12/06/2010 - 05/23/2019
LPL FINANCIAL LLC (MADISON WI)
WI
04/02/2007 - 12/08/2010
HARBOUR INVESTMENTS, INC. (MADISON WI)
WI
02/01/2005 - 04/03/2007
WATERSTONE FINANCIAL GROUP, INC. (MIDDLETON WI)
GA
08/25/2004 - 12/14/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
WI
09/24/2001 - 08/03/2004
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
NE
10/28/1999 - 09/14/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CA
02/19/1999 - 09/10/1999
SELECT CAPITAL CORPORATION (SACRAMENTO CA)
KS
07/24/1998 - 02/16/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 09/24/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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