Daniel J. Jago, CFP®, AIF® is a Financial Advisor with Main Street Wealth Management, LLC, a boutique wealth management firm based out of Bedminster, NJ. He provides financial planning and investment advisory services to entrepreneurs, families, and successful individuals. He is CERTIFIED FINANCIAL PLANNERTM (CFP®), through the Certified Financial Planner Board of Standards, and is an Accredited Investment Fiduciary (AIF®), through the Center for Fiduciary Studies (fi360), and a 2007 graduate of Villanova University with a degree in Business Administration. Dan is also a Registered Representative with LPL Financial, Member FINRA/SIPC, and a Licensed Insurance Consultant with over 10 years of financial planning experience.
Dan is the St. Joseph’s High School ’03 class chair and is a Co-Founder of the Alumni Committee for Villanova’s chapter of the Beta Theta Pi Fraternity.
Currently, Dan resides in Morris Township NJ with his wife Christie and son Logan. He enjoys actively participating in high school and college alumni events, as well as skiing, surfing, and playing soccer.
Professional Designations/ Licenses: CFP® | AIF® | Investment Advisor Representative with Private Advisor Group | Registered Representative with LPL Financial | FINRA - Series 7, Series 66 | Life, Health and Long Term Care Insurance Licensed | Variable Annuity License.
Education: BS in Business Administration- Villanova University
Private Advisor ADV Part 2B