Unclaimed Profile

Nan-Marie Jaeger

LMCG INVESTMENTS, LLC·BOSTON, Massachusetts

Series 8, Series 63, Series 65Clean record17 years registeredLMCG INVESTMENTS, LLC

ONE BOSTON PLACE, BOSTON, MA 02108CRD# 845057Firm CRD# 149936

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nan-Marie Jaeger · BOSTON, MA

Registration

CRD #845057 · LMCG INVESTMENTS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

LMCG INVESTMENTS, LLC

Jul 2009 – present

Registrations & Exams

FINRA examinations passed

Series 8

Series 63

Series 65

Registration record

First registered · July 22, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LMCG INVESTMENTS, LLC

CRD 149936 · SEC 801-70357

AUM

$5.8B

Regulatory assets under management

Employees

2,119 client accounts

Services offered by LMCG INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at LMCG INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Nan-Marie Jaeger offer?

Nan-Marie Jaeger specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Nan-Marie Jaeger's credentials?

Nan-Marie Jaeger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nan-Marie Jaeger located?

Nan-Marie Jaeger is based in BOSTON, Massachusetts, working with LMCG INVESTMENTS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Nan-Marie Jaeger charge for services?

Nan-Marie Jaeger's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LMCG INVESTMENTS, LLC?

LMCG INVESTMENTS, LLC has approximately 42 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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