MARK D. JAEGER
THE ENSEMBLE TEAM
SEATTLE, WA 98104
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CRD#: 1308398
Professional summary
MARK DEAN JAEGER, CFP® is a registered financial advisor currently at THE ENSEMBLE TEAM located in Seattle, Washington.
MARK is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. MARK has worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.
Biography
Mark is a lifelong student and has spent the last 40 years learning about the financial services industry and all of the varied and innovative financial ways to help people reach their financial goals, the biggest of which is usually retirement.
Mark has noticed that for those people using a financial advisor, most feel fairly confident they are financially prepared to retire. For those not using a financial advisor, their confidence level is somewhat lower.
What is really interesting though, is how much less confident people are when asked about the non-financial aspects of retirement, things such as who they will be after their traditional career, what they will do with all their new found time, and who they will spend it with.
With that in mind, Mark is developing a goals-based/life planning program called the “Encore Life” that helps people approaching and already in retirement, re-evaluate what is really important to them (focusing on the non-financial) and moving with meaning and purpose in exciting new directions to live a fulfilling life.
He earned the Foundations of Positive Psychology Specialization from the University of Pennsylvania and is working towards the Certified Professional Retirement Coach designation.
Mark was the Chief Operating Officer for Viridian Advisors. While there he was instrumental in developing a succession plan for Appropriate Balance, leading to a successful merger between Viridian Advisors and Appropriate Balance Financial Services.
While at Appropriate Balance his work centered around developing strategic direction and clarifying target markets, strengthening investment programs by introducing goals-based financial planning resulting in increased client satisfaction, and succession planning for the firm.
Prior to Appropriate Balance, Mark was the Chief Operating Officer and Chief Investment Officer for Moss Adams Wealth Advisors. While there, he led the transition of a small boutique financial planning firm through merger and integration into a leading accounting and consulting firm well known throughout the financial services industry.
Mark holds a Bachelor of Arts Degree in Economics from the University of Washington, and has earned Certified Financial Planner™, Chartered Financial Consultant®, Chartered Life Underwriter® and Chartered Property Casualty Underwriter® professional designations.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view MARK DEAN JAEGER's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
October 14, 2025 - Present
THE ENSEMBLE TEAM
Office #1: 450 Alaskan Way S Suite 200, Seattle, WA 98104RIA
CRD#: 331144
SEATTLE, WA
Past
July 23, 2024 - July 1, 2025
THE ENSEMBLE TEAM
RIA
CRD#: 331144
Mill Creek, WA
Past
July 8, 2020 - February 18, 2022
VIRIDIAN RIA, LLC
RIA
CRD#: 171332
BOTHELL, WA
Past
March 29, 2017 - June 30, 2020
VIRIDIAN RIA, LLC
RIA
CRD#: 171332
BOTHELL, WA
Past
February 18, 2014 - December 22, 2016
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
BELLEVUE, WA
Past
July 27, 2011 - February 14, 2012
PACIFIC WEST SECURITIES, INC.
BD
CRD#: 6390
BELLEVUE, WA
Past
April 4, 2011 - February 22, 2018
APPROPRIATE BALANCE FINANCIAL SERVICES INC
RIA
CRD#: 105458
BELLEVUE, WA
Past
May 16, 2005 - January 4, 2010
MOSS ADAMS SECURITIES & INSURANCE LLC
BD
CRD#: 114950
SEATTLE, WA
Past
October 3, 2002 - January 5, 2010
MOSS ADAMS WEALTH ADVISORS LLC
RIA
CRD#: 108917
SEATTLE, WA
Past
February 25, 1986 - January 3, 1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BD
CRD#: 10293
Past
February 25, 1986 - April 3, 1990
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
Past
February 25, 1986 - April 3, 1990
OSAIC FA, INC.
BD
CRD#: 3978
Past
October 26, 1984 - May 6, 1985
PROTECTED INVESTORS OF AMERICA
BD
CRD#: 6082
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(10/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
TE
THE ENSEMBLE TEAM
THE ENSEMBLE TEAM | THE ENSEMBLE TEAM, LLC
CRD#: 331144 / SEC#: 801-130722
RIA
Registered Investment Advisory firm - (7/1/2025 Terminated)Washington
Registered Investment Advisory firm - (10/14/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
450 Alaskan Way S Suite 200, Seattle, WA 98104
Mailing Address
Phone number
(360) 726-2672
Established
Firm type
Fiscal year end
# of Employees
5
Red Flags
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