RJ
RJ

Ronald Jaeger

32 Years of Experience
Vero Beach, FL
2 DisclosuresBroker

Ronald Jaeger is a registered investment advisor at LPL Financial LLC, based in Vero Beach, FL, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

601 21st St Ste 300, Vero Beach, FL, 32960

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2002
Denied
Customer Dispute
April 2002
Denied
Other Business Activities

Ronald operates under the DBA Jaeger Wealth Management (LLC) for his LPL business. This investment-related activity takes up nearly all of Ronald's time.

Employment History
Current Registrations
LPL Financial LLC
July 2019 - Present · 6 yrs 10 mos
LPL Financial LLCBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Commonwealth Financial Network
November 2011 - July 2019 · 7 yrs 8 mos
Commonwealth Financial NetworkBroker
October 2011 - July 2019 · 7 yrs 9 mos
Westport Capital Markets, LLC
November 2006 - October 2011 · 4 yrs 11 mos
Westport Capital Markets, LLCBroker
January 2003 - October 2011 · 8 yrs 9 mos
Westport Capital Markets, LLC
January 2003 - October 2003 · 9 mos
Prudential Securities Incorporated
February 1998 - January 2003 · 4 yrs 11 mos
Prudential Securities IncorporatedBroker
January 1998 - January 2003 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1995 - January 1998 · 2 yrs 7 mos
Smith Barney INC.Broker
July 1993 - July 1995 · 2 yrs
Lehman Brothers INC.Broker
June 1993 - August 1993 · 2 mos
State Registrations19 states
AZCACOCTFLGAMAMDNCNJNYOHORPASCTXVTWAWV
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.
Ronald Jaeger - Financial Advisor | TrueAdvisor