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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

Kevin Jaegers

Advisor at CETERA PLANNING PARTNERS

LEAWOOD, KS

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Search this name across graphsid dfx:ria:81668b0c-7686-10fe-045e-8466e76b2ee3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 13, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CETERA PLANNING PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 20, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Jul 20, 2004
First registration: Oct 13, 2005
Dual registered: no
Other names: KEVIN MATTHEW JAEGERS
IAPD individual key: 4794772

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CETERA PLANNING PARTNERS	Independent wealth	Jun 7, 2016	n/a	yes	LEAWOOD, KS	Current employment
SMART401K, LLC	Former SEC adviser	Jun 23, 2015	May 23, 2016	no	OVERLAND PARK, KS	Previous registration
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Sep 24, 2013	Jun 24, 2015	no	OVERLAND PARK, KS	Previous registration
SMART401K, LLC	Former SEC adviser	Mar 1, 2006	Sep 24, 2013	no	OVERLAND PARK, KS	Previous registration
J.P. MORGAN INSTITUTIONAL INVESTMENTS	Former SEC adviser	Oct 13, 2005	Feb 17, 2006	no	KANSAS CITY, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SMART401K, LLC	CETERA PLANNING PARTNERS	May 23, 2016	Jun 7, 2016	15	Firm change	Other
FINANCIAL ENGINES ADVISOR CENTER, LLC	SMART401K, LLC	Jun 24, 2015	Jun 23, 2015	-1	Channel change	Other
SMART401K, LLC	FINANCIAL ENGINES ADVISOR CENTER, LLC	Sep 24, 2013	Sep 24, 2013	0	Firm change	Other
J.P. MORGAN INSTITUTIONAL INVESTMENTS	SMART401K, LLC	Feb 17, 2006	Mar 1, 2006	12	Firm change	Other

Relationships

Registered with (4)

→ CETERA PLANNING PARTNERSRegistered adviserregistration: current employment
Jun 7, 2016 to presentfactForm ADV
→ SMART401K, LLCRegistered adviserregistration: previous registration
Jun 23, 2015 to May 23, 2016factForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Sep 24, 2013 to Jun 24, 2015factForm ADV
→ J.P. MORGAN INSTITUTIONAL INVESTMENTSRegistered adviserregistration: previous registration
Oct 13, 2005 to Feb 17, 2006factForm ADV

Dated events

No dated event names this entity yet.