DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Edward John Jaeger
Feed of 09/14/2026
At current firm
1 y
since May 14, 2025
In the industry
27 y
since Sep 24, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince May 14, 2025 · Madison, Wi
- Independent Financial Partners BD affiliatedDec 13, 2010 to Jun 5, 2025 · Madison, Wi
- Harbour Investments, Inc. independent RIAApr 2, 2007 to Dec 8, 2010 · Middleton, Wi
- 401kdesign, LLC unclassifiedJan 10, 2005 to Dec 31, 2005 · Madison, Wi
- Financial Planning Services, Inc unclassifiedSep 1, 2004 to Feb 24, 2005 · Madison, Wi
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to Cambridge Investment Research Advisors, Inc.left Jun 5, 2025, registered May 14, 2025 (-22 days) · Affiliated broker-dealer or bank to another
- Harbour Investments, Inc. to Independent Financial Partnersleft Dec 8, 2010, registered Dec 13, 2010 (5 days) · Other
- 401kdesign, LLC to Harbour Investments, Inc.left Dec 31, 2005, registered Apr 2, 2007 (457 days) · Other
- Financial Planning Services, Inc to 401kdesign, LLCleft Feb 24, 2005, registered Jan 10, 2005 (-45 days) · Other
Signals
- Edward John Jaeger left Independent Financial Partners for Cambridge Investment Research Advisors, Inc. (registered 2025-05-14)Jun 5, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address