Ray Jager
Chief Operating Officer, Financial Advisor at Centennial Wealth Advisory, LLC
📍 Traverse City, Michigan, United States
Ray Jager serves as the Chief Operating Officer and a Financial Advisor for Centennial Wealth Advisory, LLC. He leverages an extensive background in banking leadership to manage firm operations while advising clients. He holds a Series 65 license and a bachelors degree from Grand Valley State University.
His career path includes notable roles such as Assistant Vice President at State Savings Bank and Branch Manager at 4Front Credit Union, highlighting his experience in financial operations.
Read the full overview →Experience
15 Years
Current Role
Chief Operating Officer, Financial Advisor
Job Level
Leadership
Location
Traverse City, Michigan, United States
Personality Overview
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Priorities
Topics Ray cares about
Financial Operations
As COO, he draws on his deep experience as a banking AVP and branch manager to guide the firm's operational strategy.
Wealth Management
As a licensed Financial Advisor holding a Series 65, his focus is on providing comprehensive financial guidance to clients.
Career
Work history
6-2023
Chief Operating Officer, Financial Advisor
Centennial Wealth Advisory, LLC
8-2021 - 6-2023
Operations & Tax Services Specialist
Centennial Wealth Advisory, LLC
4-2018 - 8-2021
Branch Manager
4Front Credit Union
8-2016 - 3-2018
Assistant Vice President, Branch Operations Specialist
State Savings Bank - Michigan
9-2015 - 8-2016
North Region Supervisor Business Courier Services
Chemical Bank
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
Bachelor's degree
Grand Valley State University
Social presence
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