Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Jaeger is an investment advisor representative with LPL Financial LLC, a firm with over $50 billion in assets under management. Ronald has been in the financial industry since 1993 and holds licenses in multiple states including Florida, New Jersey, and Texas. Ronald has worked for several firms throughout his career, including Commonwealth Financial Network, Westport Capital Markets, LLC, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Ronald offers financial planning, portfolio management, and consulting services to a variety of clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
FL
07/11/2019 - Present
LPL Financial LLC (VERO BEACH FL)
NJ
10/28/2011 - 07/12/2019
COMMONWEALTH FINANCIAL NETWORK (RUMSON NJ)
NJ
01/24/2003 - 10/28/2011
WESTPORT CAPITAL MARKETS, LLC (RUMSON NJ)
NY
01/27/1998 - 01/29/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/26/1995 - 01/29/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 07/05/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
06/09/1993 - 08/01/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 08/02/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Jaeger is the right advisor for you? Invested Better is here to help.
