Jairo
Acevedo
Sagepoint Financial, Inc
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About this Advisor
Jairo Acevedo is a financial advisor operating out of Phoenix, Arizona, who has 3 years of industry experience. Acevedo currently works for Sagepoint Financial, Inc. During their career, the advisor has held roles at Fidelity Investments, Td Ameritrade and Aig Advisor Group. Acevedo has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Sagepoint Financial, Inc is a financial advisory business operating out of Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 financial advisors. It controls $17 billion in assets under management across its 86,848 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 113 charities and foundations. Of its 86,848 accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets available to invest. Sagepoint Financial, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules depend on which service is offered. However, fee types billed by Sagepoint Financial, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jairo Acevedo Work History
Jairo has been registered as a financial advisor for 3 years.*
Aig Advisor Group
Fidelity Investments
Td Ameritrade
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jairo Acevedo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sagepoint Financial, Inc
De Pere, WI
Houston, TX
Braintree, MA
Spring, TX
Syracuse, NY
Oldsmar, FL
Phoenix, AZ
Fresno, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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