Nan-Marie Jaeger has held the title Member at LMCG Investments since March 2022, is not listed as a control person, but directly owns between 5% and 10% of the firm. Nan-Marie Jaeger holds an MBA from Boston College and a B.A. from St. Joseph’s College.
LMCG Investments, LLC is a Boston, MA firm with $6.83B under management, 968 clients and 16 advisers across 2 offices, as of its April 2026 filing.
Nan-Marie Jaeger is Partner, Portfolio Manager, Wealth Management of LMCG Investments. She joined LMCG in 2003 and serves as Portfolio Manager, Wealth Management, and has over 30 years of investment experience. Before joining LMCG, she worked at Brown Brothers Harriman and A.G. Becker & Co.
- LMCG Investments, LLCCurrent– present · 17 yearsBoston, MA · Adviser representative · Firm CRD 149936
Professional designations
Listed by LMCG Investments
- CFA Charter holder
Investment adviser representative registrations
Nan-Marie Jaeger is registered as an investment adviser representative in Massachusetts, since July 2009.
- MassachusettsSince 22 July 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 February 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 1994 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 19 September 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- CRD
- 845057
- Firm
- LMCG Investments · CRD 149936
- Role
- Member
- Office
- ONE BOSTON PLACE, 201 WASHINGTON STREET, 29TH FLOOR, Boston, MA 02108
- Registration
- Investment adviser registration
- In the industry since
- July 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lmcg.com
Where does Nan-Marie Jaeger work?
Nan-Marie Jaeger has held the title Member at LMCG Investments, LLC since March 2022.
Is Nan-Marie Jaeger a financial advisor?
Yes. Nan-Marie Jaeger has a current investment-adviser registration in Massachusetts, through LMCG Investments since July 2009.
How many years of experience does Nan-Marie Jaeger have?
Nan-Marie Jaeger has 17 years in the financial industry, since July 2009, across 1 adviser firm.
What exams has Nan-Marie Jaeger passed?
Nan-Marie Jaeger has passed 3 licensing exams: the Series 8, Series 63 and Series 65. The earliest, the Series 8, was passed in September 1990.
Where is Nan-Marie Jaeger based?
Nan-Marie Jaeger’s registered office is in Boston, MA.
Is Nan-Marie Jaeger registered with FINRA?
No. Nan-Marie Jaeger has no current broker registration.
Is Nan-Marie Jaeger a CFA charterholder?
LMCG Investments lists Nan-Marie Jaeger with the CFA credential (“CFA Charter holder”) on its website. CFA Institute confirms certification status.
How can I verify Nan-Marie Jaeger’s record?
Search CRD 845057 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nan-Marie Jaeger’s full registration record.
Kenneth SwanPresident, Chief Executive Officer, Board Member
John DespotopulosMember, Chief Operating Officer- Brooke ReganChief Compliance Officer
Andreas EcknerMember- Richard GanongMember/Board Member
Guillaume HorelMember
Ajit KumarMember- John LaytonMember
Edmund PriceChief Legal Officer- Jason SeltzerBoard Member
III TowerManaging Member, Board Member
Edwin TsuiMember
David WeeksMember/Board Member