Jaeger
Financial
Group
Dedicated to building strong,
long-term client relationships.
About Us
Our mission is straightforward: to get to know you on a personal level so that we can truly understand your needs, wants, and goals. With this knowledge, we can help you identify the personal finance strategies that could enable you to improve your lifestyle today while providing the foundation for a sound retirement.
John Jaeger
Financial Representative
Direct: 515-630-4005
Cell: (515) 206 -2959
Email: John.Jaeger@cambridgesecure.com
About John
John Jaeger joined Jordan Creek Financial Solutions in June 2022 as a Financial Representative and been licensed in Life, Annuity, Health Insurance, Series 6 since 1983, and Series 7 since 1988. He has a wealth of experience in the financial industry from his previous days at two recognized firms, Central Financial Group and Financial Marketing Services.
He specializes in assisting farmers and pre-retirement individuals that are focused on preserving their assets, long term financial goals and thinking outside the box. He is extremely enthusiastic about educating clients firsthand with new and innovative products available.
John graduated from Central Michigan University in 1983 with a Bachelor of Science in Business Administration. When he is not meeting with clients, he enjoys spending time with his family, physical fitness, and lake life with friends.
Zach Helland
Financial Professional
Direct: 515-630-4005
Cell: (515) 992 – 2234
Email: Zach.Helland@cambridgesecure.com
About Zach
Zach Helland works in the West Des Moines, IA Jordan Creek office and joined Jordan Creek Financial Solutions in June of 2022. As a Financial Professional he holds his Series 6 and 63, Life, and Health Insurance licenses. Zach has been in the industry for 5 years and is working on John Jaeger’s team with John who has been in the industry for 40 years.
Zach is originally from South Dakota and Graduated from the University of South Dakota where he met his wife, Katie. He, Katie, and their dog Millie have lived in the Des Moines, IA area since 2015 where they moved after graduating. In their free time they enjoy golfing, exercising, watching sports, traveling and being with family and friends.
Check the background of investment professionals on FINRA’s BrokerCheck.
How We Serve
John Jaeger and his team craft financial strategies for individuals and families, with a special emphasis on the unique planning needs of farmers. Based on your goals, assets, and risk tolerance, your financial solutions may include:
-
- Annuities
- Real Estate Investment Trusts (REITs)
- Limited Partnerships
- Alternative Investments
- Exchange-Traded Funds
- Mutual Funds
- Stocks
- Bonds
Helping strong, hardworking, traditional-valued clients preserve and grow their future.
Resources
There’s no better way to grow than by learning. We’re here to help empower you to make financial decisions in your personal life and in business. As servants to our community, we want to be your go-to resource for all things financial.
Coming Soon
Contact Us
We’re Here for You
Address
1225 Jordan Creek Pkwy, Ste. 104
West Des Moines, IA 50266
Phone
Reviews
These testimonials are based upon individual client experiences and may not be representative of other customers and should not be considered a guarantee or indication of future performance or success.
Always looking out
“John helped as I changed jobs to rollover my 401 (k) and being closing to retirement he put us in a product that had downside protection, but the upside of the market. He had helped us over 10 years.”
Does the research
“John has been working with us for over 13 years. When I sold my Ag Retail and hog confinement he was instrumental in getting the 1031 exchange set up and reducing the tax gain. He is committed.”
Helped this farmer
“John has been our advisor since 2007. He understood we had bad past experiences and made sure to change that with his solutions. He has almost all our investments now from trust and results.”
Jaeger Financial Group | 1225 Jordan Creek Pkwy, Ste. 104
West Des Moines, IA 50266 | 1-515-630-3506 | Email John