David Jaeger has been an investment adviser representative at Canby Financial Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners.
Canby Financial Advisors, LLC is a Framingham, MA firm with $729M under management, 382 clients and 5 advisers in one office, as of its September 2026 filing.
David Jaeger’s longest registration was 4 years at Commonwealth Financial Network (2021–2026). Before joining Canby Financial Advisors in 2026, David Jaeger was registered through Canby Financial Advisors and Commonwealth Financial Network.
- Canby Financial AdvisorsCurrent– present · under a yearFramingham, MA · Adviser representative · Firm CRD 338797
- Canby Financial Advisors– · under a yearFramingham, MA · Adviser representative · Firm CRD 125192
- Commonwealth Financial Network– · 4 yearsFramingham, MA · Adviser representative · Firm CRD 8032
Investment adviser representative registrations
David Jaeger is registered as an investment adviser representative in Massachusetts, since February 2026.
- MassachusettsSince 11 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 August 2013 |
| Series 7 | General Securities Representative Examination | 18 July 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Kimball Jaeger
- CRD
- 6214513
- Firm
- Canby Financial Advisors · CRD 338797
- Office
- 161 WORCESTER ROAD, SUITE 408, Framingham, MA 01701
- Registration
- Investment adviser registration
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does David Jaeger work?
David Jaeger is an investment adviser representative registered through Canby Financial Advisors, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is David Jaeger a financial advisor?
Yes. David Jaeger has a current investment-adviser registration in Massachusetts, through Canby Financial Advisors since February 2026.
How many years of experience does David Jaeger have?
David Jaeger has 13 years in the financial industry, since August 2013, across 3 adviser firms.
What exams has David Jaeger passed?
David Jaeger has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in July 2013. FINRA credited David Jaeger with the SIE, which began in October 2018.
Where did David Jaeger work before Canby Financial Advisors?
Before Canby Financial Advisors, David Jaeger was registered through Canby Financial Advisors (CRD 125192), September 2021 to May 2022; Commonwealth Financial Network, August 2021 to January 2026.
Where is David Jaeger based?
David Jaeger’s registered office is in Framingham, MA.
Is David Jaeger registered with FINRA?
No. David Jaeger has no current broker registration.
How can I verify David Jaeger’s record?
Search CRD 6214513 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Jaeger’s full registration record.
- Susan BrodnickChief Compliance Officer
Christopher BordenFinancial Advisor, Managing Partner- Christopher GullottiFinancial Advisor, Partner