Mark F. Jaeger

JACKSON CREEK INVESTMENT ADVISORS LLC

CASTLE ROCK, CO 80104

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CRD#: 4730811

Professional summary

Mark Frederick Jaeger, who also goes by Mark Jaeger, is a registered financial advisor currently at JACKSON CREEK INVESTMENT ADVISORS LLC located in Castle Rock, Colorado and BRAND ASSET MANAGEMENT GROUP, INC. located in Castle Rock, Colorado.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Mark has worked at 6 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Jaeger

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.

CERTIFIED PUBLIC ACCOUNTANT. ACTIVE LICENSE BUT NOT ACTIVELY SOLICITING CLIENTS FOR ACCOUNTING SERVICES. 0 TRADING HOURS EACH MONTH. JACKSON CREEK INVESTMENT ADVISORS, LLC, INVESTMENT RELATED, 115 WILCOX STREET, SUITE 220, CASTLE ROCK, CO 80104, IAR, JULY 2020, 100 HOURS PER MONTH, 25 TRADING HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Frederick Jaeger's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 28, 2020 - Present

JACKSON CREEK INVESTMENT ADVISORS LLC

Office #1: 115 Wilcox Street Suite 220, Castle Rock, CO 80104

RIA

CRD#: 309116

CASTLE ROCK, CO

Current

May 27, 2025 - Present

BRAND ASSET MANAGEMENT GROUP, INC.

Office #1: 115 Wilcox Street Suite 220, Castle Rock, CO 80104

RIA

CRD#: 106162

Castle Rock, CO

Past

May 2, 2017 - July 9, 2020

361 CAPITAL LLC

RIA

CRD#: 118203

DENVER, CO

Past

July 2, 2010 - December 13, 2016

BRC INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 135061

GREENWOOD VILLAGE, CO

Past

March 26, 2004 - June 3, 2005

DUFF & PHELPS INVESTMENT MANAGEMENT CO.

RIA

CRD#: 107296

GREENWOOD VILLAGE, CO

Past

January 12, 2004 - March 30, 2004

CAPITAL WEST ASSET MANAGEMENT LLC

RIA

CRD#: 108750

GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRAND ASSET MANAGEMENT GROUP, INC.

AMG BRAND RUSSELL INC | BRAND ASSET MANAGEMENT GROUP, INC.

CRD#: 106162 / SEC#: 801-41031

RIA

Registered Investment Advisory firm - (3/16/1992 Approved)

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

Colorado
(5/28/2020)

IAR

Texas
(5/28/2020)

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

Current Firm

BRAND ASSET MANAGEMENT GROUP, INC.

AMG BRAND RUSSELL INC | BRAND ASSET MANAGEMENT GROUP, INC.

CRD#: 106162 / SEC#: 801-41031

RIA

Registered Investment Advisory firm - (3/16/1992 Approved)

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Contact information

Main Address

16090 Swingley Ridge Road Ste 620, Chesterfield, MO 63017

Mailing Address

Phone number

(636) 532-7333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRAND ADV PART 2A 10-31-2025 (11/4/2025)

Regulatory assets under management

Total Number of Accounts	1,606
AUM (Assets Under Management)	$ 930,350,775

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
02/26/2025	Cover Page	Report
08/22/2023	Cover Page	Report

Red Flags

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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Mark F. Jaeger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Frederick Jaeger's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACKSON CREEK INVESTMENT ADVISORS LLC

BRAND ASSET MANAGEMENT GROUP, INC.

361 CAPITAL LLC

BRC INVESTMENT MANAGEMENT, LLC

DUFF & PHELPS INVESTMENT MANAGEMENT CO.

CAPITAL WEST ASSET MANAGEMENT LLC

Primary Firm SEC Registration

BRAND ASSET MANAGEMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Current Firm

BRAND ASSET MANAGEMENT GROUP, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRAND ASSET MANAGEMENT GROUP, INC.

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