Mark Dean Jaeger
Corporate Officer/Principal at Financial Planning Association
Profile
Mark Dean Jaeger is a Member of the CFA Institute and the Financial Planning Association.
He worked as a Consultant at SAFECO Insurance Company of America, Inc. in 1998-1999.
In 1999-2009, he was the Chief Operating Officer at Moss Adams LLP.
From 2011 to 2018, he served as the Chief Operating Officer & Chief Compliance Officer at Appropriate Balance Financial Services, Inc. He is currently a Managing Partner at Financial Security Group LLC and the Chief Operating Officer at Appropriate Balance Holdings, Inc. Mr. Jaeger received his undergraduate degree from the University of Washington in 1977.
Mark Dean Jaeger active positions
Companies | Position | Start |
---|---|---|
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Former positions of Mark Dean Jaeger
Companies | Position | End |
---|---|---|
Appropriate Balance Holdings, Inc.
Appropriate Balance Holdings, Inc. Financial ConglomeratesFinance Appropriate Balance Holdings, Inc. is an investment holding company. It offers financial planning, investment managment, and tax planning/preparation services to individuals, families and closely held businesses. The company was headquartered in Bothell, WA. | Chief Operating Officer | 2020-01-01 |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | Compliance Officer | 2018-02-28 |
Moss Adams LLP
Moss Adams LLP Miscellaneous Commercial ServicesCommercial Services Moss Adams LLP engages in the provision of assurance, tax, consulting, risk management, transaction, and wealth services. It focuses on serving public, private, and not-for-profit enterprises. The company was founded by John G. Mcintosh in 1913 and is headquartered in Seattle, WA. | Chief Operating Officer | 2009-12-30 |
Financial Security Group LLC
Financial Security Group LLC Miscellaneous Commercial ServicesCommercial Services Financial Security Group (FSG) provides comprehensive wealth management services to the high net worth individual and business owner. Financial Security Group is customizing a comprehensive wealth management program designed to meet the objectives and needs of the client through a structured financial planning process integrating investment, estate, tax and retirement issues in coordination with other planning professionals. It delivers the benefits of a sophisticated understanding of capital markets, asset allocation, portfolio structure, specialist investment managers and continuous portfolio management. Financial Security is located in Seattle, WA | Corporate Officer/Principal | 2008-10-29 |
SAFECO Insurance Company of America, Inc.
SAFECO Insurance Company of America, Inc. Multi-Line InsuranceFinance SAFECO Insurance Company of America, Inc. operates as an insurance and financial services company, sells insurance and investment products. The company is headquartered in Seattle, WA. | Consultant / Advisor | 1999-06-29 |
Training of Mark Dean Jaeger
University of Washington | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Financial Security Group LLC
Financial Security Group LLC Miscellaneous Commercial ServicesCommercial Services Financial Security Group (FSG) provides comprehensive wealth management services to the high net worth individual and business owner. Financial Security Group is customizing a comprehensive wealth management program designed to meet the objectives and needs of the client through a structured financial planning process integrating investment, estate, tax and retirement issues in coordination with other planning professionals. It delivers the benefits of a sophisticated understanding of capital markets, asset allocation, portfolio structure, specialist investment managers and continuous portfolio management. Financial Security is located in Seattle, WA | Commercial Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | Finance |
SAFECO Insurance Company of America, Inc.
SAFECO Insurance Company of America, Inc. Multi-Line InsuranceFinance SAFECO Insurance Company of America, Inc. operates as an insurance and financial services company, sells insurance and investment products. The company is headquartered in Seattle, WA. | Finance |
Moss Adams LLP
Moss Adams LLP Miscellaneous Commercial ServicesCommercial Services Moss Adams LLP engages in the provision of assurance, tax, consulting, risk management, transaction, and wealth services. It focuses on serving public, private, and not-for-profit enterprises. The company was founded by John G. Mcintosh in 1913 and is headquartered in Seattle, WA. | Commercial Services |
Appropriate Balance Holdings, Inc.
Appropriate Balance Holdings, Inc. Financial ConglomeratesFinance Appropriate Balance Holdings, Inc. is an investment holding company. It offers financial planning, investment managment, and tax planning/preparation services to individuals, families and closely held businesses. The company was headquartered in Bothell, WA. | Finance |
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