Lauren
Jagerson
Focus Financial
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About this Advisor
Lauren Jagerson is a financial advisor working in Minneapolis, Minnesota who has 1 year of industry experience. Jagerson is on the advisory team at Focus Financial. During their career, the advisor has held roles at School, Lifetime, State Farm, Northwestern Mutual, Focus Financial Network, Inc and Royal Alliance Associates, Inc. Jagerson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Minnesota. Focus Financial is a company that has its headquarters in Minneapolis, MN. The company has offices in 40 locations and a total of 194 people on staff. It has $5 billion in assets between its 24,479 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 24,479 accounts, just 10% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on the type of services. Fee types charged by Focus Financial may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Focus Financial Brokerage Details
$4,459,201,828
194
24,479
$182,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lauren Jagerson Work History
Lauren has been registered as a financial advisor for 1 years.*
Royal Alliance Associates, Inc
Focus Financial Network, Inc
Royal Alliance Associates, Inc
Northwestern Mutual
State Farm
Lifetime
School
*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 Lauren Jagerson 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 Focus Financial
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Alexandria, MN
Alexandria, MN
Minneapolis, MN
Minneapolis, MN
Alexandria, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
