Matthew
Jones

Sagepoint Financial, Inc

CRD#4242152
Investment Advisor
in Tempe, AZ

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About this Advisor

Matthew Jones is an advisor located in Tempe, Arizona. Currently a registered financial advisor at Sagepoint Financial, Inc, they have accrued 13 years of work experience. Jones holds Series 63 and Series 66 licenses, qualifying them as a securities broker. Jones is able to act as an advisor based out of California, Texas and Nevada. The advisor has gained experience at Freightquote.Com, Sagepoint Financial and Yrc Freight. Sagepoint Financial, Inc is headquartered in Tempe, Arizona, and has 615 additional offices in the United States. In aggregate, Sagepoint Financial, Inc oversees $7 billion in assets dispersed across 33,830 client accounts and employs more than 2,032 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 19,836 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 11% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Sagepoint Financial, Inc can provide 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

60 East Rio Salado Parkway Suite 1201
Tempe, AZ 85281

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

AZ Average: $1,555,372,352
Total Number of Employees

1,957

AZ Average: 37
Total Number of Accounts

42,989

AZ Average: 1,370
Average Account Size

$185,820

AZ Average: $1,135,308

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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

Matthew Jones Work History

Matthew has 13 years of experience.

2015 - Present (4 years)

Sagepoint Financial

2011 - 2015 (4 years)

Freightquote.Com

2005 - 2011 (6 years)

Yrc Freight

Disclosures

Matthew Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Jonathon Mcfall
West Des Moines, IA
Derek Pilkington
Sterling, CO
Michael Escobar
Bedford, TX
Philip Elliott
Meridian, ID
Christian Snowden
Santa Barbara, CA
Christopher Riggs
Spring, TX
Tamara Plantinga
Calabasas, CA

This content was compiled from the SEC and FINRA.

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