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MARK DEAN JAEGER

Mark Dean Jaeger

CFP®
THE ENSEMBLE TEAM
SEATTLE, WA
·CRD# 1308398·29 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

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....

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

LinkedIn

linkedin.com/in/xxxxxx

Languages

xxxxxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

29 years in the financial services industry

Current & Past Employments

THE ENSEMBLE TEAM·CRD# 331144
RIA
450 Alaskan Way S Suite 200, Seattle, WA 98104
October 14, 2025 - Present
THE ENSEMBLE TEAM·CRD# 331144
RIA
Mill Creek, WA
July 23, 2024 - July 1, 2025
VIRIDIAN RIA, LLC·CRD# 171332
RIA
Bothell, WA
July 8, 2020 - February 18, 2022
VIRIDIAN RIA, LLC·CRD# 171332
RIA
Bothell, WA
March 29, 2017 - June 30, 2020
PRIVATE CLIENT SERVICES, LLC·CRD# 120222
BD
Bellevue, WA
February 18, 2014 - December 22, 2016
PACIFIC WEST SECURITIES, INC.·CRD# 6390
BD
Bellevue, WA
July 27, 2011 - February 14, 2012
APPROPRIATE BALANCE FINANCIAL SERVICES INC·CRD# 105458
RIA
Bellevue, WA
April 4, 2011 - February 22, 2018
MOSS ADAMS SECURITIES & INSURANCE LLC·CRD# 114950
BD
Seattle, WA
May 16, 2005 - January 4, 2010
THREADLINE WEALTH·CRD# 108917
RIA
Seattle, WA
October 3, 2002 - January 5, 2010
LINCOLN NATIONAL PENSION INSURANCE COMPANY·CRD# 10293
BD
February 25, 1986 - January 3, 1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
February 25, 1986 - April 3, 1990
OSAIC FA, INC.·CRD# 3978
BD
February 25, 1986 - April 3, 1990
PROTECTED INVESTORS OF AMERICA·CRD# 6082
BD
October 26, 1984 - May 6, 1985

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Current Firm

TE
THE ENSEMBLE TEAM

THE ENSEMBLE TEAM | THE ENSEMBLE TEAM, LLC

CRD#: 331144 / SEC#: 801-130722
RIA
Registered Investment Advisory firm - SEC (7/1/2025 Terminated)
Washington
Registered Investment Advisory firm - Washington (10/14/2025 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

450 Alaskan Way S Suite 200, Seattle, WA 98104

Phone Number

(360) 726-2672

# of Employees

7

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

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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.

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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.
IAR
Washington
(10/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2005About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2002About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2005About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2005About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view MARK DEAN JAEGER's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MARK DEAN JAEGER
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