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Cole Jaeger

Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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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
  • Seminars and workshops

Experience

12 years in the industry.

  1. LPL Financial LLCJan 2025 to now
  2. UnemployedJun 2024 to Dec 2024
  3. Briefed.ioMay 2024 to Jun 2024
  4. UnemployedFeb 2023 to Apr 2024
  5. RollaJun 2020 to Feb 2023
  6. 929 MediaMay 2018 to Jul 2022
  7. StudentSep 2014 to Apr 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (NJ).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn 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
8022874
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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