David Jager

For more than 30 years, David has helped clients navigate their financial lives with clarity and confidence. His approach centers on understanding each client’s goals, building strategies around what matters most to them, and providing steady guidance through every market environment. With decades of experience across major economic cycles, he remains committed to delivering the personalized planning and high‑level service his clients rely on.

David began his career in 1994 as a Financial Advisor with Dickinson & Co. in La Jolla, CA, where he established a strong foundation in investment strategy. In 1998, he joined Wells Fargo Advisors and has continued to build his practice with the firm and its predecessor organizations ever since. Originally from Maryland, he moved to California at age 21 to complete his education at California State University San Marcos, graduating with a Bachelor’s degree in Business Administration with a concentration in High Technology Manufacturing.

Outside the office, David enjoys an active and family‑focused life with his wife, Lori, and their children, Gabriella and John. Together, they enjoy walking the beach trail in San Clemente, exploring local museums, and spending time outdoors. David is also passionate about golfing, barbecuing, and playing sports with his kids. He is committed to community involvement and currently serves on the Board of Directors for the Foundation for Palm Springs Unified School District.

David is honored to be named one of the 2026 Forbes Best‑In‑State Wealth Advisors and to be a member of the 2026 Wells Fargo Advisors Platinum Council, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

2026 Forbes Best‑In‑State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24–6/30/25 (Source: Forbes.com). The Forbes Best‑in‑State Wealth Advisors rating algorithm is based on previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. A self‑completed survey was used for rating. This rating is not related to the quality of investment advice and is based solely on the disclosed criteria.

CA Insurance License Number: 0C51182. Resident State CA.