EJ
EJ

Edward Jaeger

27 Years of Experience
Madison, WI
Broker

Edward Jaeger is a registered investment advisor, based in Madison, WI, with 27 years of industry experience.

Location

1228 E Washington Ave., Madison, WI, 53703

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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.

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Other Business Activities

Edward is a board member for the Madison St. Patrick's Day Parade, dedicating minimal time. He also works as an advisory representative of a registered investment advisor (RIA), spending nearly full-time on this activity.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2025 - Present · 1 yr 2 mos
Cambridge Investment Research Advisors, INC.
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Ifp Securities, LLCBroker
May 2019 - June 2025 · 6 yrs 1 mo
Independent Financial Partners
December 2010 - June 2025 · 14 yrs 6 mos
LPL Financial LLCBroker
December 2010 - May 2019 · 8 yrs 5 mos
Harbour Investments, INC.
April 2007 - December 2010 · 3 yrs 8 mos
Harbour Investments, INC.Broker
April 2007 - December 2010 · 3 yrs 8 mos
Waterstone Financial Group, INC.Broker
February 2005 - April 2007 · 2 yrs 2 mos
401kdesign, LLC
January 2005 - December 2005 · 11 mos
Financial Planning Services, INC
September 2004 - February 2005 · 5 mos
Fsc Securities CorporationBroker
August 2004 - December 2004 · 4 mos
Investment Centers of America, INC.Broker
September 2001 - August 2004 · 2 yrs 11 mos
Ameritas Investment CORP.Broker
October 1999 - September 2001 · 1 yr 11 mos
Select Capital CorporationBroker
February 1999 - September 1999 · 7 mos
Waddell & Reed, INC.Broker
July 1998 - February 1999 · 7 mos
State Registrations1 state
WI
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.