Jacob Jaegle

With more than 15 years of experience in the financial services industry – including more than eight years as a CERTIFIED FINANCIAL PLANNERTM – Jacob Jaegle enjoys helping clients identify their financial goals and roadmap the steps that are required to make their dreams come true.

Throughout his time as an Advisor, Jacob has taken a special interest in getting to know his clients personally and building a long-standing relationships with each one. Jacob is called to serve as a fiduciary, always making his clients’ needs his foremost priority.

Jacob graduated from the University of Colorado Boulder in 2009 with a B.S. in Finance and a minor in Economics. Jacob then earned his Certificate in Personal Financial Planning from Metro State University in 2014.

Prior to joining Moneta, Jacob served as a Senior Financial Consultant with Raymond James, as a Senior Financial Advisor with Personal Capital, and in various positions at First Western Trust Bank.

Jacob stays engaged with his community through his participation at Spirit of Christ Catholic Community and Cub Scout Pack 414.