Legal
Disclosures
Registration
Jaeger Wealth Advisors LLC (“JWA”) is a registered investment adviser with the State of Utah, Division of Securities. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where JWA and its representatives are properly licensed or exempt from licensure. This website is not a solicitation for advisory services in any jurisdiction where JWA is not registered or exempt from registration.
Investment Risk
Past performance is no guarantee of future returns. Investing involves risk, including the possible loss of principal capital. No advice may be rendered by JWA unless a client service agreement is in place. The information on this website does not constitute investment advice, a recommendation, or an offer to buy or sell any security.
Informational Purpose
Content presented on this website is for educational and informational purposes only and does not constitute tax, legal, or accounting advice. Consult with appropriate professionals before implementing any financial strategy. Information is believed to be accurate as of the date presented but is subject to change without notice.
Use of Technology and Artificial Intelligence
JWA may use artificial intelligence and technology tools to assist in research, analysis, and administrative functions. These tools are supplemental and do not replace the judgment of the firm's investment adviser representative. All investment decisions and financial planning recommendations are reviewed and approved by a qualified human adviser. A current list of technology tools used by the firm is available in Form ADV Part 2A.
Firm Documents
Form ADV Part 2A (the firm brochure) and Part 2B (the brochure supplement) are available on the SEC's Investment Adviser Public Disclosure site at adviserinfo.sec.gov and upon request at samara@jgrwealth.com. Clients and prospective clients are encouraged to review these documents before engaging our services.
Website Data Collection
This website may collect personal information you voluntarily provide through contact and consultation forms, including your name, email address, phone number, and financial details. This information is used solely to respond to your inquiry and to evaluate whether our services may be appropriate for you. We do not sell or share this information with third parties for marketing purposes. For details on how we handle client information, please see our Privacy Policy.
Copyright
No portion of this website may be reproduced, distributed, or transmitted without the express written consent of Jaeger Wealth Advisors LLC. ©2026 Jaeger Wealth Advisors LLC. All rights reserved.
Questions about these disclosures? Contact Malik Samara, Chief Compliance Officer, at samara@jgrwealth.com.