About JAGER WEALTH MANAGEMENT
JAGER WEALTH MANAGEMENT is a leading financial management firm dedicated to providing expert advice and personalized solutions to clients seeking to grow their wealth. With a diverse team of financial professionals and a client-centric approach, JAGER WEALTH MANAGEMENT is committed to helping individuals, families, and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers expert financial advice and personalized solutions
- Dedicated to helping clients achieve their financial goals
- Committed to providing exceptional customer service
Facts and Insights:
As of 2021, JAGER WEALTH MANAGEMENT has over $500 million in assets under management and a team of five experienced financial advisors who specialize in wealth management, retirement planning, and investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 5 |
Financial Services Offered:
- Wealth Management
- Retirement Planning
- Investment Strategies
- Estate Planning
- Tax Planning
Client Types:
- Individuals
- Families
- Businesses
Fees & Compensation:
JAGER WEALTH MANAGEMENT charges clients a percentage of their assets under management as a fee for their services. This fee structure ensures that the firm’s success is directly tied to the success of their clients. The firm does not receive compensation from third parties, eliminating conflicts of interest and ensuring that the advice given is always in the best interest of the client.
Background:
The founder of JAGER WEALTH MANAGEMENT, John Jager, has over 30 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and Economics from a top university and has earned various certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). John and his team are constantly staying up to date with industry trends and changes in the market to provide the most current and relevant advice to their clients.
Financial Advisor Disclosures to Know:
JAGER WEALTH MANAGEMENT is a registered investment advisor (RIA) and is held to a fiduciary standard, meaning they are legally required to always act in the best interest of their clients. The firm has a clean record with no disciplinary actions or reports of misconduct, and their advisors are properly licensed and regulated by the appropriate regulatory bodies.