Jacob Jaegle has been an investment adviser representative at Maia Wealth since March 2024, and is not listed among the firm’s executive officers or direct owners.
Maia Wealth, LLC is a Denver, CO firm with $973M under management, 2,148 clients and 36 advisers across 9 offices, as of its May 2026 filing.
Jacob Jaegle’s longest registration was 3 years at Personal Capital Advisors Corporation (2015–2018). Before joining Maia Wealth in 2024, Jacob Jaegle was registered through Moneta Group Investment Advisors, LLC and Mercer Global Advisors Inc.
- Simplicity WealthAlso current– present · under a yearDenver, CO · Adviser representative · Firm CRD 300572
- Moneta Group Investment Advisors, LLC– · 2 yearsDenver, CO · Adviser representative · Firm CRD 104727
- Mercer Global Advisors Inc.– · 1 yearGreenwood Village, CO · Adviser representative · Firm CRD 147363
- M. J. Smith and Associates– · 2 yearsGreenwood Village, CO · Adviser representative · Firm CRD 110919
- Personal Capital Advisors Corporation– · 3 yearsDenver, CO · Adviser representative · Firm CRD 155172
Investment adviser representative registrations
Jacob Jaegle is registered as an investment adviser representative in Colorado, since March 2024.
- ColoradoSince 5 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 11 December 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 29 August 2018 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Jacob Martin Jaegle
- CRD
- 6465293
- Firm
- Maia Wealth · CRD 292817
- Office
- 1331 17TH STREET, SUITE 800, Denver, CO 80202
- Registration
- Investment adviser registration
- In the industry since
- June 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Jaegle work?
Jacob Jaegle is an investment adviser representative registered through Maia Wealth, LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Jaegle a financial advisor?
Yes. Jacob Jaegle has a current investment-adviser registration in Colorado, through Maia Wealth since March 2024.
How many years of experience does Jacob Jaegle have?
Jacob Jaegle has 11 years in the financial industry, since June 2015, across 6 adviser firms.
What exams has Jacob Jaegle passed?
Jacob Jaegle has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 2018. FINRA credited Jacob Jaegle with the SIE, which began in October 2018.
Where did Jacob Jaegle work before Maia Wealth?
Before Maia Wealth, Jacob Jaegle was registered through Moneta Group Investment Advisors, LLC, February 2022 to March 2024; Mercer Global Advisors Inc., July 2020 to February 2022; M. J. Smith and Associates, August 2018 to March 2021; Personal Capital Advisors Corporation, March 2015 to June 2018.
Where is Jacob Jaegle based?
Jacob Jaegle’s registered office is in Denver, CO.
Is Jacob Jaegle registered with FINRA?
No. Jacob Jaegle has no current broker registration.
How can I verify Jacob Jaegle’s record?
Search CRD 6465293 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Jaegle’s full registration record.