Edward
Jaeger

Independent Financial Partners

CRD#3090501
Investment Advisor
in Madison, WI

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About this Advisor

Edward Jaeger is a financial advisor based in Madison, Wisconsin, working with Independent Financial Partners. Edward has previously held positions at Lpl Financial LLC, Independent Financial Partners, Canary Wealth Management, and Ifp Securities, LLC. Edward has passed the Series 66 regulatory exam and is registered to provide services in Illinois, Iowa, and Wisconsin. Currently, Edward is part of Independent Financial Partners, which operates out of Madison, Wisconsin. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1228 E. Washington Ave
Madison, WI 53703

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,761,355,350

WI Average: $1,855,561,029
Total Number of Employees

267

WI Average: 62
Total Number of Accounts

37,391

WI Average: 2,474
Average Account Size

$261,062

WI Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Edward Jaeger Work History

2019 - Present (5 years)

Ifp Securities, LLC

2015 - Present (9 years)

Canary Wealth Management

2010 - Present (14 years)

Independent Financial Partners

2010 - 2019 (9 years)

Lpl Financial LLC

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Disclosures

Please visit the SEC profile of Edward 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 Independent Financial Partners

Christopher White
Jackson, MS
Paul Sponseller
Sun City Center, FL
Christopher Stolte
Austin, TX
Tyler Acheson
Tampa, FL
Kelly Ryland
Pensacola, FL
Cody Behrends
Tampa, FL
Jeremy Sickles
Jeffersonville, IN
Chad Castrinos
Metairie, LA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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