David Jaeger, CFP®

Financial Advisor at Canby Financial Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Framingham, Massachusetts, United States, US

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Aug, 2019
    - Nov, 2024
  • Series 63
    FINRA
    Aug, 2013
    - Nov, 2024
  • Series 7
    FINRA
    Jul, 2013
    - Nov, 2024

Experience

  • Canby Financial Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Sep 2021 - Present

    • Senior Client Service Manager
      • Dec 2018 - Sep 2021

    • Client Service Manager
      • Feb 2014 - Dec 2018

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative
      • Jun 2013 - Feb 2014

      Assisted retail clients with various aspects of their accounts including placing mutual fund, stock and option trades. Assisted retail clients with various aspects of their accounts including placing mutual fund, stock and option trades.

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Business Analyst Intern
      • Jun 2012 - Aug 2012

      Fidelity Pricing and Cash Management Services (FPCMS) - Worked with a team of interns to complete projects pertaining to the upgrade to Windows 7 within FPCMS. Spent time researching various applications and writing reports. Fidelity Pricing and Cash Management Services (FPCMS) - Worked with a team of interns to complete projects pertaining to the upgrade to Windows 7 within FPCMS. Spent time researching various applications and writing reports.

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Business Analyst Intern
      • May 2011 - Aug 2011

      Fidelity Pricing and Cash Management Services (FPCMS) - I worked in conjunction with a team of technical interns; completed numerous projects with regards to the systems that are used within FPCMS. Fidelity Pricing and Cash Management Services (FPCMS) - I worked in conjunction with a team of technical interns; completed numerous projects with regards to the systems that are used within FPCMS.

Education

  • Loyola University Maryland
    Bachelor's Degree, History with Writing minor
    2009 - 2013
  • University College Cork
    2011 - 2012
  • Lincoln-Sudbury Regional High School (LSRHS)
    High School Diploma
    2005 - 2009

Community

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