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
Kevin Jaegers
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Kevin Matthew Jaegers
At current firm
10 y
since Jun 7, 2016
In the industry
22 y
since Jul 20, 2004 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Planning Partners independent RIA currentsince Jun 7, 2016 · Leawood, Ks
- Smart401k, LLC formerJun 23, 2015 to May 23, 2016 · Overland Park, Ks
- Financial Engines Advisor Center, LLC formerSep 24, 2013 to Jun 24, 2015 · Overland Park, Ks
- Smart401k, LLC formerMar 1, 2006 to Sep 24, 2013 · Overland Park, Ks
- J.P. Morgan Institutional Investments formerOct 13, 2005 to Feb 17, 2006 · Kansas City, Mo
Moves
a registration end followed by a registration begin elsewhere
- Smart401k, LLC to Cetera Planning Partnersleft May 23, 2016, registered Jun 7, 2016 (15 days) · Other
- Financial Engines Advisor Center, LLC to Smart401k, LLCleft Jun 24, 2015, registered Jun 23, 2015 (-1 days) · channel change inside one enterprise, not a move
- Smart401k, LLC to Financial Engines Advisor Center, LLCleft Sep 24, 2013, registered Sep 24, 2013 (0 days) · Other
- J.P. Morgan Institutional Investments to Smart401k, LLCleft Feb 17, 2006, registered Mar 1, 2006 (12 days) · Other
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address