Sagepoint Financial, Inc
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About this Advisor
Matthew Jones is a financial advisor operating in Tempe, Arizona, with a total of 14 years of experience as a financial advisor. Jones is currently employed by Sagepoint Financial, Inc. Jones has gained experience at Freightquote.Com, Sagepoint Financial and Yrc Freight. Jones has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in California, Nevada and Texas. Sagepoint Financial, Inc is a business headquartered in Tempe, Arizona. The investment advisory business has offices in 618 locations and a total of 1,957 advisors. It has $8 billion in assets across its 42,989 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 82 charitable organizations. Of its 42,989 customer accounts, 16% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm has 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. A financial advisor's fee schedules are based on which services the firm provides the client. However, fees billed by Sagepoint Financial, Inc most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Sagepoint Financial, Inc Brokerage Details
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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 15 years of experience.
Matthew Jones has no disclosures.
Please visit their SEC profile for more details.
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