Ron Jaeger, CRC®, AIF®
Founder & President | Jaeger Wealth Management
Ron Jaeger is the founder and president of Jaeger Wealth Management, an independent financial services firm based in Red Bank, New Jersey. With over three decades of experience, Ron specializes in goal-based investment management and retirement planning, helping clients pursue financial independence and confidence in retirement.
A Certified Retirement Counselor® (CRC®) and Accredited Investment Fiduciary® (AIF®), Ron is dedicated to delivering exemplary client service while upholding the highest standards of ethics, honesty, and professional knowledge. His career began in 1988 with J.P. Morgan and later included positions at Prudential Securities, Merrill Lynch, and Smith Barney. Since 2003, he has practiced as an independent advisor, partnering with LPL Financial in 2019.
Ron holds a Bachelor of Science in Finance from Bentley University in Waltham, MA. His professional credentials include the Series 7, 63, 65, and 66 securities registrations, as well as Life and Variable Insurance licenses, all held through LPL Financial.
Beyond the office, Ron enjoys an active family life with his wife, Kim, whom he married in 1991. They have three children—Justin, Cole, and Lexi—and two Cavalier King Charles Spaniels, Remy and Ollie. In his free time, Ron enjoys golf, gardening, staying fit, and most of all, spending time with family.
*Certified Retirement Counselor (CRC) conferred by InFRE®.