Claim Profile
Unclaimed Profile
MJ

Mark Frederick Jaeger

JACKSON CREEK INVESTMENT ADVISORS LLC·CASTLE ROCK, Colorado
Clean record22 years registeredJACKSON CREEK INVESTMENT ADVISORS LLC
115 WILCOX STREET, CASTLE ROCK, CO 80104CRD# 4730811Firm CRD# 309116

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Frederick Jaeger · CASTLE ROCK, CO
Registration
CRD #4730811 · JACKSON CREEK INVESTMENT ADVISORS LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

May 2017Jul 2020
DENVER, CO
Jul 2010Dec 2016
GREENWOOD VILLAGE, CO
Mar 2004Jun 2005
GREENWOOD VILLAGE, CO
CAPITAL WEST ASSET MANAGEMENT LLC
Jan 2004Mar 2004
GREENWOOD VILLAGE, CO
02

Registrations & Exams

Registration record
First registered · January 12, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JACKSON CREEK INVESTMENT ADVISORS LLC
CRD 309116 · SEC 801-118808
AUM
$272M
Regulatory assets under management
Employees
6
133 client accounts
Services offered by JACKSON CREEK INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CASTLE ROCK?

Browse all registered financial advisors in CASTLE ROCK, Colorado or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Mark Frederick Jaeger offer?
Mark Frederick Jaeger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CASTLE ROCK, Colorado for a consultation.
What are Mark Frederick Jaeger's credentials?
Mark Frederick Jaeger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Frederick Jaeger located?
Mark Frederick Jaeger is based in CASTLE ROCK, Colorado, working with JACKSON CREEK INVESTMENT ADVISORS LLC. Their office serves clients in the CASTLE ROCK metropolitan area and surrounding communities.
How does Mark Frederick Jaeger charge for services?
Mark Frederick Jaeger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JACKSON CREEK INVESTMENT ADVISORS LLC?
JACKSON CREEK INVESTMENT ADVISORS LLC has approximately 6 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at JACKSON CREEK INVESTMENT ADVISORS LLC