Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Frederick Jaeger

Jackson Creek Investment Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Frederick Jaeger

Mark Jaeger is a financial advisor registered with Jackson Creek Investment Advisors LLC, based in Castle Rock, Colorado. He is a Chartered Financial Analyst, has been in the industry since May 2005, and is registered in both Colorado and Texas. His firm provides financial planning, portfolio management for businesses, individuals and investment companies, and consulting services. Mark's experience, credentials and focus on providing a personalized approach are a valuable asset to clients.

Firm Information

Mark Jaeger is currently registered with Jackson Creek Investment Advisors LLC. Jackson Creek Investment Advisors LLC is a Castle Rock, CO-based investment advisor that has been serving clients since 2015. The firm provides a range of services, including financial planning, pension consulting, portfolio management for businesses, individuals, and investment companies, as well as other consulting services. The firm manages approximately $343,867,050 in assets for 133 clients, including high-net-worth individuals, corporations, charitable organizations, investment companies, and state and municipal governments.
Jackson Creek Investment Advisors LLC

115 WILCOX STREET

CASTLE ROCK, CO 80104

$343.87M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

consulting

Consulting

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Jaeger’s Registration & Firm History

CO

05/28/2020 - Present

Jackson Creek Investment Advisors LLC (CASTLE ROCK CO)

Not sure if Mark Frederick Jaeger is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Frederick Jaeger.
Not sure if Mark Frederick Jaeger is right for you?