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DJ

David K. Jaeger

CANBY FINANCIAL ADVISORS
FRAMINGHAM, MA 01701
Some features on this profile are disabled
CRD#: 6214513
DJ

Professional summary

David Kimball Jaeger, CFP® is a registered financial advisor currently at CANBY FINANCIAL ADVISORS located in Framingham, Massachusetts.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Kimball 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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

February 11, 2026 - Present

CANBY FINANCIAL ADVISORS

Office #1: 161 Worcester Road Suite 408, Framingham, MA 01701
RIA
CRD#: 338797
FRAMINGHAM, MA
Past

September 22, 2021 - May 11, 2022

CANBY FINANCIAL ADVISORS

RIA
CRD#: 125192
Framingham, MA
Past

August 24, 2021 - January 30, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
FRAMINGHAM, MA
Past

February 21, 2014 - January 30, 2026

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
FRAMINGHAM, MA
Past

July 18, 2013 - January 29, 2014

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH

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
Massachusetts
(2/11/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/22/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/2013
General Securities Representative Examination

Current Firm

CF
CANBY FINANCIAL ADVISORS
CANBY FINANCIAL ADVISORS | CANBY FINANCIAL ADVISORS, LLC

CRD#: 338797 / SEC#: 801-134723

RIA
Registered Investment Advisory firm - (11/19/2025 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
161 Worcester Road Suite 408, Framingham, MA 01701
Mailing Address
Phone number
(508) 598-1082
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CANBY FINANCIAL ADVISORS ADV PART 2A 10-2025 (10/9/2025)
0

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.

Company Information

CANBY FINANCIAL ADVISORS

CRD#: 338797Framingham, MA 01701

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