David Kimball Jaeger
Investment adviser representative at Canby Financial Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$729.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Canby Financial Advisors, LLCFeb 2014 to now
- Commonwealth Financial NetworkFeb 2014 to Jan 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MA).
Canby Financial Advisors
Legal name: Canby Financial Advisors, LLC
$729.4MAssets managed
382Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6214513
- Firm CRD
- 338797