Ron, a Certified Retirement Counselor and Accredited Investment Fiduciary is founder and president of Jaeger Wealth Management, an independent financial services firm based in Red Bank, New Jersey. His firm specializes in objective investment management and retirement planning and is dedicated to helping people enjoy financial security in retirement.
Ron is committed to providing exemplary client service, while displaying the highest standards of ethics, honesty, and professional knowledge. He has held positions with Prudential Securities, Merrill Lynch, Smith Barney, and J.P. Morgan, where he started his career in 1988. Ron has been practicing as an independent advisor since 2003 and partnered with LPL Financial in 2019.
Ron earned a Bachelor of Science in Finance, from Bentley University located in Waltham, MA. He holds the following securities registrations through LPL Financial and professional licenses:
Series 7 (General Securities Registered Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Investment Advisor Representative), Life Insurance; Variable are held through LPL Financial.
Ron has earned the Certified Retirement Counselor® (CRC®) designation from the International Foundation for Retirement Education (InFRE) and the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility.
Ron and his wife Kim were married in 1991 and have three wonderful children. Justin and Cole are identical twins living in Hoboken, NJ and Lexi is a senior at Fordham University. They also have two Cavalier King Charles Spaniels and five cats, Pounce, Riley, Tess, Sport, and Flumpkins. Outside the office, Ron enjoys spending time with family, staying physically fit, gardening, tennis, as well as a few rounds of golf when time allows.
*Certified Retirement Counselor (CRC) conferred by InFRE®.