David Jager

For over 30 years, I have helped clients address their financial concerns and develop strategies by focusing on each individuals’ specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve. I began my career in 1994 as a Financial Advisor with Dickinson & Co. in La Jolla, CA where I started developing my fundamental investment knowledge. I joined Wells Fargo Advisors in 1998 and have worked here or the firms they have acquired ever since. I grew up in Maryland and moved out to California when I was 21 to finish college. I graduated college from California State University - San Marcos and hold a Bachelor's degree in Business Administration - High Technology Manufacturing. I spend my free time with my wife, Lori, and our children Gabriella and John. We like to stay active both physically and mentally, whether it is going for walks along the beach trail in San Clemente or taking trips to the local museums. I especially enjoy golf, cooking barbeque, and playing sports with my children. Also, I sit on the Board of Directors for the Foundation for Palm Springs Unified School District. I am named one of the 2025 Forbes Best-In-State Wealth Advisors. I’m also a member of the 2025 Wells Fargo Advisors Platinum Council. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production based from the previous year and professionalism.