Financial Planning  

CPM has selected Jaeger Capital Management, LLC to address the needs of our members for investment services and financial planning when they need more than the federally insured deposit products of CPM. Andrew Jaeger, President & Managing Member of Jaeger Capital Management, LLC is a proud Member of The Brain Trust with IFG Advisory, LLC & a Registered Representative of LPL Financial. Andrew is available to meet with members in selected CPM branches throughout the State from the Coast to the Upstate. By having Andrew available in our branches, CPM enhances our vision and commitment to help our members improve their financial well-being and quality of life.

Let Jaeger Capital Management help you plan for the future and pursue your financial goals.We are coming to a location near you! 

 

• Wealth Management
• Financial Planning
• Investment Portfolio Review
• Trusts and Estate Planning     
• Retirement Planning
• Brokerage Services
• Equity and Fixed Income Investments       
• Mutual Fund Review & Analysis
• College Savings
• Insurance Planning
• Implementation of Retirement
• Plans for Small Businesses

Andrew Jaeger
Managing Member & President
Jaeger Capital Management LLC
803.834.3499
440 Center Street
West Columbia, SC 29169

Meet Our Team

www.jaegercapital.com


Ready to get started? Email us at jaeger@jaegercapital.com or call 803.834.3499 to schedule an appointment. Our team looks forward to speaking with you!

For your convenience, we have offices in the following branches:

♦ North Charleston, 5600 Virginia Avenue
♦ Summerville, 165 Brighton Park Blvd.
♦ Park Circle, 1066 E. Montague Avenue
♦ Beaufort, 3482 Trask Parkway
♦ Beaufort, 100 Midtown Dr.
♦ Orangeburg, 1174 Boulevard St. NE
♦ Greenville, 1270 East Butler Rd.
♦ Greer, 1445 Hwy 101 South
♦ Simpsonville, 307 Harrison Bridge Rd.
♦ Spartanburg, 240 East Blackstock Rd.

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Securities offered through, LPL Financial, Member FINRA www.finra.org / SIPC www.sipc.org. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, Jaeger Capital Management, LLC & CPM Federal Credit Union are separate entities from LPL Financial. Insurance Products offered through LPL Financial or its licensed affiliates, LPL Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. | Not NCUA Insured | Not FDIC Insured |May Lose Value

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.