David Kimball Jaeger
Investment Adviser Representative at Canby Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Kimball Jaeger is an investment adviser representative with Canby Financial Advisors in Framingham, MA, where they have been registered since 2026. They have worked in the securities industry since 2013 and were previously registered with Commonwealth Financial Network. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Canby Financial Advisors, LLCFeb 2014 – Sep 2021Framingham, MA
- Commonwealth Financial NetworkFeb 2014 – Sep 2021Waltham, MA
- Commonwealth Financial NetworkSep 2021 – Jan 2026waltham, MA
- Canby Financial Advisors, LLCSep 2021 – no end date reportedFramingham, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Canby Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.01
- Up to $1,000,0001.00%
- $1,000,000 to $2,000,0000.90%
- $2,000,000 to $3,000,0000.80%
- $3,000,000 to $4,000,0000.70%
+7 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning, fee-only investment management (including portfolio diversification, asset allocation, and account oversight), and retirement plan services.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Framingham, MA
- SEC file number:
- 801-134723
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 4, 2026
View full firm profileOther advisors at Canby Financial Advisors
4 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Kimball Jaeger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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