Jacob M. Jaegle

MAIA WEALTH

Denver, CO 80202

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CRD#: 6465293

Professional summary

Jacob Martin Jaegle, CFP®, who also goes by Jacob Jaegle, is a registered financial advisor currently at MAIA WEALTH located in Denver, Colorado.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jacob has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Jaegle

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.

INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TRADING HOURS TIME SPENT= 15 HOURS PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Martin Jaegle'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: 2014

Experience

Current

March 5, 2024 - Present

MAIA WEALTH

Office #1: 1401 17th Street Suite 850, Denver, CO 80202

RIA

CRD#: 292817

Denver, CO

Past

February 25, 2022 - March 5, 2024

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA

CRD#: 104727

Denver, CO

Past

July 29, 2020 - February 20, 2022

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Greenwood Village, CO

Past

August 30, 2018 - March 29, 2021

M. J. SMITH AND ASSOCIATES

RIA

CRD#: 110919

GREENWOOD VILLAGE, CO

Past

August 29, 2018 - September 10, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GREENWOOD VILLAGE, CO

Past

March 20, 2015 - June 8, 2018

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

DENVER, 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".

MAIA WEALTH

CRD#: 292817 / SEC#: 801-120452

RIA

Registered Investment Advisory firm - (3/5/2021 Approved)

California

Registered Investment Advisory firm - (6/6/2021 Terminated)

Colorado

Registered Investment Advisory firm - (5/7/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/7/2021 Terminated)

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).

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
(3/5/2024)

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

State Security Law Exam

Series 63

Date: 12/11/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/29/2018

General Securities Representative Examination

Current Firm

MAIA WEALTH

CRD#: 292817 / SEC#: 801-120452

RIA

Registered Investment Advisory firm - (3/5/2021 Approved)

California

Registered Investment Advisory firm - (6/6/2021 Terminated)

Colorado

Registered Investment Advisory firm - (5/7/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/7/2021 Terminated)

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Contact information

Main Address

1401 17th Street Suite 850, Denver, CO 80202

Mailing Address

Phone number

(720) 644-8803

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (9/12/2025)

Regulatory assets under management

Total Number of Accounts	2,445
AUM (Assets Under Management)	$ 704,344,811

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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Advisor Monitoring

Firm Stability Insights

Jacob M. Jaegle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Martin Jaegle's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONETA GROUP INVESTMENT ADVISORS, LLC

MERCER GLOBAL ADVISORS INC.

M. J. SMITH AND ASSOCIATES

RAYMOND JAMES FINANCIAL SERVICES, INC.

PERSONAL CAPITAL ADVISORS CORPORATION

Primary Firm SEC Registration

MAIA WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 12/11/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/29/2018

Current Firm

MAIA WEALTH

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAIA WEALTH

TRUST BUT VERIFY

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