Mark
Jaeger
Jackson Creek Investment Advisors LLC
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About this Advisor
Mark Jaeger is a chartered financial analyst working out of Castle Rock, Colorado who has 3 years of relevant experience. Jaeger works at Jackson Creek Investment Advisors LLC. During their career, the advisor has held roles at Brc Investment Management LLC, Jackson Creek Investment Advisors, LLC and 361 Capital LLC. Jaeger is registered to operate in Colorado and Texas. Jackson Creek Investment Advisors LLC is a registered investment business that has its headquarters in Castle Rock, CO. It handles $236 million in assets across its 131 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises two charities and foundations. Of its 131 client accounts, 89% belong to high-net-worth clients who have greater than $1 million in investable assets. Jackson Creek Investment Advisors LLC provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services and other services. A financial advisor's fees are based on which services are offered. Fee types billed by Jackson Creek Investment Advisors LLC can consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jackson Creek Investment Advisors LLC Brokerage Details
$235,485,777
6
131
$1,797,601
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Mark Jaeger Work History
Mark has been registered as a financial advisor for 3 years.*
Jackson Creek Investment Advisors, LLC
361 Capital LLC
Brc Investment Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Jaeger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jackson Creek Investment Advisors LLC
Ventura, CA
Castle Rock, CO
Castle Rock, CO
Castle Rock, CO
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