TJ
TJ

Terry Jaeger

36 Years of Experience
Elmwood Park, IL
Broker

Terry Jaeger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elmwood Park, IL, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

7708 West North Avenue, Elmwood Park, IL, 60707

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Terry is the owner of Jaeger Financial Group LLC, a support company, and spends minimal time on it. Terry is also a partner in T & D Properties, a rental real estate business, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 1999 - Present · 26 yrs 11 mos
Previous Registrations
Raymond James Financial Services
June 1999 - January 2009 · 9 yrs 7 mos
Investment Network, INC.Broker
December 1989 - June 1999 · 9 yrs 6 mos
State Registrations21 states
ARAZCAFLGAILINMIMONCNVNYOHOKSCTNTXUTVAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Terry Jaeger - Financial Advisor | TrueAdvisor