Qualifications
Jeffrey A. Jaeger, has been a financial consultant since 1984. He became a CERTIFIED FINANCIAL PLANNER™ in 1991 as a commitment to providing the highest standards to his clients. The extensive curriculum encompassed two years of additional study and required passing six comprehensive exams, ranging from investments, insurance, and estate planning. His educational background focused on economics and accounting. Locally, he is known for being the voice on local radio for over ten years, providing stock reports. Jeff specializes in past and present business owners of private and publicly held corporations and “services for corporations,” as well as endowments and foundations. Jeff has extensive experience in assisting high net worth clients with services including:
- Professional Investment Management
- Strategic and Tactical Asset Allocation
- Converting Wealth to Income
- Tax-exempt Municipal Bonds
- Insurance Efficiency
- Retirement Planning
- Legacy/Estate Planning
- Asset Protection
Personal
Raised in the Manitowoc/Two Rivers area, Jeff has lived in Bayside, Wisconsin for over 15 years. Jeff is actively involved with several civic and non-profit organizations, including serving as a past Board Member for the Milwaukee Ballet. His passions include the arts, opera, ballet, and music. Hobbies include collecting Asian and pre-Columbian art and carpets, photography, motorcycles, archaeology, and third world travel.
