Mark Jaeger is a registered investment advisor, based in Madison, WI, with 15 years of industry experience.
Location
1228 E. Washington Ave, Madison, WI, 53703
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
July 2015Other Business Activities
Mark works as a Mortgage Loan Originator for C and R Mortgage since 2018. This investment-related activity takes about 10% of his time.
Employment History
Current Registrations
Ifp Securities, LLC
August 2025 - Present · 9 mos
Ifp Securities, LLCBroker
August 2025 - Present · 9 mos
Independent Financial Partners
August 2025 - Present · 9 mos
Previous Registrations
Independent Financial Partners
December 2019 - August 2025 · 5 yrs 8 mos
Ifp Securities, LLCBroker
July 2019 - August 2025 · 6 yrs 1 mo
PNC Investments
November 2009 - July 2015 · 5 yrs 8 mos
PNC InvestmentsBroker
November 2009 - July 2015 · 5 yrs 8 mos
Natcity Investments, INC.
July 2008 - November 2009 · 1 yr 4 mos
Natcity Investments, INC.Broker
July 2008 - November 2009 · 1 yr 4 mos
Raymond James & Associates, INC.
July 2007 - June 2008 · 11 mos
Raymond James & Associates, INC.Broker
July 2006 - June 2008 · 1 yr 11 mos
State Registrations3 states
ILMIWI
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.