Andrew J. Jaeger

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CRD#: 4748685

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew James Jaeger, who also goes by Drew Jaeger, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 2004. Andrew had worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Drew 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.

1) 18TH FACTOR, LLC; INVESTMENT RELATED; IRMO, SC; GENERAL PARTNER OF PRIVATE FUND; MANAGING MEMBER; SINCE DECEMBER 2018; APPROX. 5 HOURS/MONTH DURING MARKET HOURS; MANAGE PRIVATE FUND GENERAL PARTNER. 2) SILVER TREE I, LLC; INVESTMENT RELATED; IRMO, SC; INTELLECTUAL PROPERTY HOLDING COMPANY; MEMBER; SINCE DECEMBER 2018; APPROX. 10 HOURS/MONTH DURING MARKET HOURS; MANAGEMENT DUTIES. 3) JAEGER CAPITAL MANAGEMENT, LLC; INVESTMENT RELATED; IRMO, SC; REAL ESTATE HOLDING COMPANY; SINCE JANUARY 2008; APPROX 10 HOURS/MONTH, 0 HOURS/MONTH DURING MARKET HOURS; MANAGE REAL ESTATE OWNED THROUGH THIS ENTITY. 4) THE CHARITABLE EDGE, LLC; NON-INVESTMENT RELATED; IRMO, SC; ENTITY WITH PURPOSE OF DISBURSING PORTION OF GENERAL PARTNER'S PERFORMANCE ALLOCATION, WHEN AVAILABLE, TO CERTAIN CHARITIES; APPROX 5 HOURS/MONTH DURING MARKET HOURS; MANAGEMENT DUTIES.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 15, 2019 - January 5, 2023

SLP ADVISORY, LLC

RIA

CRD#: 300398

IRMO, SC

Past

March 6, 2018 - December 11, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

WEST COLUMBIA, SC

Past

February 4, 2016 - November 26, 2018

IFG ADVISORY, LLC

RIA

CRD#: 168012

West Columbia, SC

Past

February 4, 2016 - December 11, 2018

LPL FINANCIAL LLC

CRD#: 6413

WEST COLUMBIA, SC

Past

November 16, 2010 - February 9, 2016

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

WEST COLUMBIA, SC

Past

November 12, 2010 - February 9, 2016

INVEST FINANCIAL CORPORATION

CRD#: 12984

WEST COLUMBIA, SC

Past

February 6, 2008 - November 15, 2010

CADARET, GRANT & CO., INC.

RIA

CRD#: 10641

COLUMBIA, SC

Past

January 23, 2008 - November 15, 2010

CADARET, GRANT & CO., INC.

CRD#: 10641

COLUMBIA, SC

Past

January 3, 2006 - November 29, 2007

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

LEXINGTON, SC

Past

September 23, 2005 - January 3, 2006

JHS CAPITAL ADVISORS, LLC

CRD#: 112097

COLUMBIA, SC

Past

September 21, 2004 - September 23, 2005

STERLING FINANCIAL INVESTMENT GROUP, INC.

CRD#: 41506

BOCA RATON, FL

Past

March 4, 2004 - September 20, 2004

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/15/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/3/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/11/2011

General Securities Principal Examination

Current Firm

SLP ADVISORY, LLC

SILVER LEAF PARTNERS, LLC | SLP ADVISORY, LLC

CRD#: 300398 / SEC#:

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Contact information

Main Address

403 Chapin Rd Ste C, Chapin, SC 29036-8877

Mailing Address

Po Box 870, Chapin, SC 29036-8877

Phone number

(803) 351-0574

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	167
AUM (Assets Under Management)	$ 39,309,650

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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Firm Stability Insights

Andrew J. Jaeger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

IFG ADVISORY, LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

FIRST ALLIED SECURITIES, INC.

JHS CAPITAL ADVISORS, LLC

STERLING FINANCIAL INVESTMENT GROUP, INC.

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2004

SIE

Date: 10/1/2018

Series 7

Date: 3/3/2004

Series 24

Date: 3/11/2011

Current Firm

SLP ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SLP ADVISORY, LLC

TRUST BUT VERIFY

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